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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 | $812,449 | $69,444+1069.9% | $92,985+773.7% | $87,485+828.7% |
| Participation rate | 1.2% | 63.3%-62.1pp | 69.5%-68.3pp | 68.9%-67.7pp |
| Annual return | 43.44% | 23.85%+19.6pp | 27.99%+15.5pp | 26.06%+17.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |