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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 | $264,051 | $92,766+184.6% | $82,763+219.0% | $134,545+96.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -20.15% | 946.97%-967.1pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,651 | $3,273-19.0% | $3,008-11.9% | $4,742-44.1% |
| Participant deferral / active EE | $3,194 | $4,802-33.5% | $4,395-27.3% | $6,401-50.1% |
| Admin fee / account holder | $195 | $5,978-96.7% | $5,325-96.3% | $11,431-98.3% |