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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 | $1,396,911 | $123,155+1034.3% | $108,753+1184.5% | $155,188+800.1% |
| Participation rate | 14.3% | 75.6%-61.3pp | 71.1%-56.8pp | 80.8%-66.5pp |
| Annual return | 12.19% | 44.73%-32.5pp | 37.47%-25.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |