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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 | $3,281,991 | $174,379+1782.1% | $152,093+2057.9% | $138,895+2262.9% |
| Participation rate | 4.5% | 81.6%-77.1pp | 77.8%-73.2pp | 79.9%-75.4pp |
| Annual return | 32.52% | 74.86%-42.3pp | 66.36%-33.8pp | 145.39%-112.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |