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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 | $1,723,725 | $196,972+775.1% | $182,262+845.7% | $198,609+767.9% |
| Participation rate | 16.7% | 85.7%-69.0pp | 84.2%-67.5pp | 82.4%-65.7pp |
| Annual return | 131.62% | 158.27%-26.7pp | 140.60%-9.0pp | 202.70%-71.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |