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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 | $4,460,749 | $103,387+4214.6% | $87,102+5021.3% | $152,885+2817.7% |
| Participation rate | 5.3% | 79.4%-74.1pp | 76.9%-71.6pp | 82.5%-77.2pp |
| Annual return | 84.95% | 28.10%+56.9pp | 28.19%+56.8pp | 345.39%-260.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |