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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 | $2,100,328 | $92,766+2164.1% | $82,763+2437.8% | $134,545+1461.1% |
| Participation rate | 5.6% | 75.2%-69.6pp | 72.6%-67.0pp | 81.2%-75.7pp |
| Annual return | -0.63% | 946.97%-947.6pp | 702.45%-703.1pp | 418.37%-419.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |