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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 | $264,508 | $202,342+30.7% | $172,753+53.1% | $152,909+73.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.02% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.4pp |
| Employer contribution / active EE | $927 | $5,857-84.2% | $5,144-82.0% | $4,764-80.5% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |