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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 | $1,215,399 | $167,353+626.2% | $143,797+745.2% | $134,545+803.3% |
| Participation rate | 10.0% | 84.8%-74.8pp | 80.3%-70.3pp | 81.2%-71.2pp |
| Annual return | -1.31% | 0.48%-1.8pp | -0.04%-1.3pp | 418.37%-419.7pp |
| Employer contribution / active EE | $3,570 | $5,620-36.5% | $4,952-27.9% | $4,742-24.7% |
| Participant deferral / active EE | $2,700 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |