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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 | $2,289,160 | $132,634+1625.9% | $115,768+1877.4% | $137,256+1567.8% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.4%-60.1pp | 80.0%-65.7pp |
| Annual return | 14.03% | 160.70%-146.7pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |