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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 | $3,587,005 | $72,426+4852.7% | $67,560+5209.4% | $145,897+2358.6% |
| Participation rate | 5.6% | 76.9%-71.3pp | 72.9%-67.4pp | 80.3%-74.8pp |
| Annual return | 22.02% | 7226.78%-7204.8pp | 3533.50%-3511.5pp | 552.29%-530.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |