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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 | $256,926 | $27,924+820.1% | $58,544+338.9% | $75,181+241.7% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 24.72% | 44.20%-19.5pp | 4249.56%-4224.8pp | 160.69%-136.0pp |
| Employer contribution / active EE | $104 | $669-84.5% | $1,053-90.1% | $2,671-96.1% |
| Participant deferral / active EE | $1,277 | $1,202+6.2% | $1,923-33.6% | $4,126-69.1% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |