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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 | $1,433,563 | $81,358+1662.0% | $155,556+821.6% | $80,959+1670.7% |
| Participation rate | 1.2% | 66.3%-65.1pp | 78.2%-77.0pp | 67.7%-66.5pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |