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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 | $166,131+1179.7% | $164,975+1188.6% | $145,877+1357.3% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | 9.36% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |