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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 | $1,335,134 | $78,670+1597.1% | $109,173+1123.0% | $85,847+1455.3% |
| Participation rate | 8.0% | 68.3%-60.3pp | 75.9%-67.9pp | 69.3%-61.3pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.4pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |