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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 | $9,276,814 | $147,556+6187.0% | $129,031+7089.6% | $198,609+4570.9% |
| Participation rate | 4.5% | 77.2%-72.7pp | 73.4%-68.8pp | 82.4%-77.8pp |
| Annual return | 46.15% | 37.41%+8.7pp | 34.67%+11.5pp | 202.70%-156.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |