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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 | $2,939,668 | $69,274+4143.5% | $64,097+4486.3% | $139,487+2007.5% |
| Participation rate | 4.5% | 75.6%-71.1pp | 72.3%-67.8pp | 80.3%-75.8pp |
| Annual return | 16.76% | 46.00%-29.2pp | 33.75%-17.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |