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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 | $649,160 | $184,000+252.8% | $162,185+300.3% | $152,909+324.5% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 28.41% | 150.80%-122.4pp | 115.61%-87.2pp | 345.46%-317.1pp |
| Employer contribution / active EE | $1,104 | $6,370-82.7% | $5,613-80.3% | $4,764-76.8% |
| Participant deferral / active EE | $5,384 | $8,033-33.0% | $7,297-26.2% | $5,851-8.0% |
| Admin fee / account holder | $241 | $13,124-98.2% | $10,844-97.8% | $11,601-97.9% |