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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 | $2,517,769 | $67,396+3635.8% | $60,919+4032.9% | $134,545+1771.3% |
| Participation rate | 5.6% | 76.2%-70.6pp | 73.1%-67.5pp | 81.2%-75.7pp |
| Annual return | 40.95% | 50.12%-9.2pp | 16.96%+24.0pp | 418.37%-377.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |