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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,469,000 | $95,975+1430.6% | $74,549+1870.5% | $135,379+985.1% |
| Participation rate | 8.3% | 75.7%-67.3pp | 69.1%-60.8pp | 82.6%-74.3pp |
| Annual return | 8.65% | 56.96%-48.3pp | 32.53%-23.9pp | 519.79%-511.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |