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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 | $2,125,929 | $166,020+1180.5% | $164,866+1189.5% | $145,959+1356.5% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | 9.36% | 100.08%-90.7pp | 69.97%-60.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |