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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 | $2,502,374 | $73,978+3282.6% | $96,515+2492.7% | $75,173+3228.8% |
| Participation rate | 5.1% | 66.4%-61.3pp | 74.3%-69.2pp | 67.2%-62.1pp |
| Annual return | 21.48% | 26.72%-5.2pp | 35.73%-14.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $274 | $5,219-94.8% | $6,735-95.9% | $5,651-95.2% |