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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 | $1,023,739 | $118,877+761.2% | $96,570+960.1% | $167,536+511.1% |
| Participation rate | 16.7% | 75.5%-58.8pp | 69.8%-53.2pp | 82.1%-65.4pp |
| Annual return | 30.34% | 50.50%-20.2pp | 37.79%-7.5pp | 478.82%-448.5pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |