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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 | $1,575,623 | $227,399+592.9% | $189,758+730.3% | $198,609+693.3% |
| Participation rate | 8.3% | 84.0%-75.7pp | 79.8%-71.5pp | 82.4%-74.0pp |
| Annual return | 14.35% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |