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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 | $1,972,219 | $59,839+3195.9% | $81,988+2305.5% | $79,858+2369.7% |
| Participation rate | 1.9% | 61.6%-59.7pp | 69.3%-67.3pp | 69.6%-67.7pp |
| Annual return | 153.23% | 17.56%+135.7pp | 41.31%+111.9pp | 31.72%+121.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |