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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 | $1,535,224 | $58,523+2523.3% | $99,479+1443.3% | $72,976+2003.7% |
| Participation rate | 3.6% | 64.6%-61.1pp | 73.8%-70.3pp | 69.5%-65.9pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15 | $4,102-99.6% | $6,253-99.8% | $5,124-99.7% |