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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 | $1,001,302 | $212,777+370.6% | $173,703+476.4% | $198,609+404.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 210.61% | 18.82%+191.8pp | 17.46%+193.2pp | 202.70%+7.9pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |