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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 | $4,942,970 | $63,861+7640.2% | $104,639+4623.8% | $79,856+6089.9% |
| Participation rate | 3.0% | 64.9%-61.9pp | 74.1%-71.0pp | 69.6%-66.6pp |
| Annual return | 221.97% | 21.30%+200.7pp | 340.67%-118.7pp | 31.71%+190.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |