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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 | $109,967+1046.4% | $97,197+1197.0% | $145,877+764.2% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 10.64% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |