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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 | $1,965,456 | $108,226+1716.1% | $77,513+2435.6% | $158,950+1136.5% |
| Participation rate | 5.6% | 64.4%-58.9pp | 54.2%-48.6pp | 82.0%-76.4pp |
| Annual return | 37.25% | 31.67%+5.6pp | 54.81%-17.6pp | 302.91%-265.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |