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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 | $3,697,407 | $27,632+13281.1% | $61,452+5916.8% | $68,486+5298.8% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.2pp | 67.9%-65.5pp |
| Annual return | 34.40% | -13.24%+47.6pp | 338.96%-304.6pp | -7.85%+42.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |