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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 | $14,399,508 | $59,819+23971.9% | $79,583+17993.7% | $68,490+20924.2% |
| Participation rate | 2.9% | 61.1%-58.2pp | 69.5%-66.6pp | 67.9%-65.0pp |
| Annual return | 47.77% | -12.30%+60.1pp | 0.16%+47.6pp | -7.85%+55.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |