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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 | $2,000,001 | $174,379+1046.9% | $152,093+1215.0% | $138,895+1339.9% |
| Participation rate | 11.8% | 81.6%-69.9pp | 77.8%-66.0pp | 79.9%-68.2pp |
| Annual return | 14.29% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |