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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 | $839,076 | $72,403+1058.9% | $67,524+1142.6% | $145,978+474.8% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 15.08% | 7197.23%-7182.1pp | 3519.41%-3504.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,833 | $4,782+1.1% | $4,001+20.8% | $6,690-27.7% |
| Admin fee / account holder | $40 | $5,541-99.3% | $4,001-99.0% | $13,400-99.7% |