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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 | $1,474,762 | $110,248+1237.7% | $95,728+1440.6% | $139,456+957.5% |
| Participation rate | 16.7% | 75.7%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 45.21% | 27.16%+18.0pp | 28.40%+16.8pp | 373.45%-328.2pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |