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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 | $302,915 | $165,381+83.2% | $149,730+102.3% | $158,966+90.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 32.95% | 348.29%-315.3pp | 276.70%-243.8pp | 302.95%-270.0pp |
| Employer contribution / active EE | $507 | $5,104-90.1% | $4,645-89.1% | $4,762-89.4% |
| Participant deferral / active EE | $13,079 | $7,182+82.1% | $6,843+91.1% | $5,983+118.6% |
| Admin fee / account holder | $165 | $10,809-98.5% | $9,310-98.2% | $11,250-98.5% |