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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 | $1,116,000 | $105,867+954.1% | $90,760+1129.6% | $134,532+729.5% |
| Participation rate | 8.3% | 78.3%-69.9pp | 75.7%-67.4pp | 81.2%-72.9pp |
| Annual return | -15.01% | -10.99%-4.0pp | -12.16%-2.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |