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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 | $270,038 | $138,072+95.6% | $123,549+118.6% | $135,382+99.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -7.67% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.4pp |
| Employer contribution / active EE | $1,358 | $5,152-73.6% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $6,367 | $6,799-6.4% | $6,426-0.9% | $5,609+13.5% |
| Admin fee / account holder | $275 | $10,917-97.5% | $9,284-97.0% | $10,829-97.5% |