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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 | $306,856 | $142,409+115.5% | $119,634+156.5% | $134,545+128.1% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -14.02% | -12.46%-1.6pp | -14.98%+1.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,509 | $5,224-52.0% | $4,232-40.7% | $4,742-47.1% |
| Participant deferral / active EE | $7,936 | $6,468+22.7% | $5,601+41.7% | $6,401+24.0% |
| Admin fee / account holder | $13 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |