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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 | $6,839,609 | $54,370+12479.7% | $82,763+8164.1% | $68,490+9886.2% |
| Participation rate | 1.2% | 63.9%-62.7pp | 72.6%-71.4pp | 67.9%-66.7pp |
| Annual return | 20.63% | -13.67%+34.3pp | 702.45%-681.8pp | -7.85%+28.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |