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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 | $1,108,459 | $129,959+752.9% | $104,301+962.8% | $134,532+723.9% |
| Participation rate | 28.6% | 79.5%-51.0pp | 73.3%-44.7pp | 81.2%-52.7pp |
| Annual return | -12.71% | 42.04%-54.8pp | 24.61%-37.3pp | 418.27%-431.0pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |