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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 | $2,689,182 | $81,233+3210.4% | $155,567+1628.6% | $80,874+3225.1% |
| Participation rate | 4.0% | 66.2%-62.2pp | 78.2%-74.2pp | 67.6%-63.6pp |
| Annual return | 36.92% | 33.33%+3.6pp | 64.74%-27.8pp | 35.62%+1.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |