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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 | $2,298,985 | $48,267+4663.1% | $68,794+3241.9% | $68,495+3256.4% |
| Participation rate | 2.4% | 60.7%-58.3pp | 69.0%-66.6pp | 67.9%-65.5pp |
| Annual return | -3.50% | -12.70%+9.2pp | -6.37%+2.9pp | -7.84%+4.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,934-100.0% | $5,403-100.0% |