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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 | $438,796 | $106,551+311.8% | $91,225+381.0% | $134,532+226.2% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.2%-60.7pp | 81.2%-68.7pp |
| Annual return | -16.63% | 160.78%-177.4pp | 114.12%-130.7pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |