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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $451,262 | $160,070+181.9% | $147,117+206.7% | $145,897+209.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.85% | 98.69%-79.8pp | 420.54%-401.7pp | 552.29%-533.4pp |
| Employer contribution / active EE | $846 | $5,285-84.0% | $4,932-82.8% | $4,663-81.9% |
| Participant deferral / active EE | $15,171 | $8,419+80.2% | $8,065+88.1% | $6,689+126.8% |
| Admin fee / account holder | $285 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |