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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 | $1,260,670 | $110,039+1045.7% | $97,260+1196.2% | $145,884+764.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 10.64% | 244.44%-233.8pp | 75.54%-64.9pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |