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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 | $4,000,000 | $97,765+3991.4% | $103,486+3765.3% | $145,884+2641.9% |
| Participation rate | 12.5% | 81.1%-68.6pp | 80.5%-68.0pp | 80.3%-67.8pp |
| Annual return | 338.85% | 25.44%+313.4pp | 23.93%+314.9pp | 551.85%-213.0pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |