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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 | $2,992,963 | $75,541+3862.0% | $152,093+1867.9% | $82,637+3521.8% |
| Participation rate | 2.1% | 66.5%-64.5pp | 77.8%-75.7pp | 68.1%-66.0pp |
| Annual return | 16.83% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |