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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 | $593,138 | $106,551+456.7% | $91,225+550.2% | $134,532+340.9% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.2%-58.9pp | 81.2%-66.9pp |
| Annual return | -6.96% | 160.78%-167.7pp | 114.12%-121.1pp | 418.27%-425.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |