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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 | $1,139,324 | $100,139+1037.7% | $85,187+1237.4% | $145,884+681.0% |
| Participation rate | 13.3% | 74.1%-60.8pp | 67.5%-54.2pp | 80.3%-67.0pp |
| Annual return | 20.41% | 84.15%-63.7pp | 66.67%-46.3pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |