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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 | $1,228,502 | $102,609+1097.3% | $98,090+1152.4% | $138,895+784.5% |
| Participation rate | 14.3% | 82.8%-68.5pp | 81.5%-67.3pp | 79.9%-65.6pp |
| Annual return | 107.97% | 36.44%+71.5pp | 37.05%+70.9pp | 145.39%-37.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |