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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 | $369,004 | $108,897+238.9% | $100,378+267.6% | $145,877+153.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.33% | 58.17%-45.8pp | 49.41%-37.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,786 | $8,455+3.9% | $8,087+8.6% | $6,691+31.3% |
| Admin fee / account holder | $49 | $9,690-99.5% | $7,899-99.4% | $13,402-99.6% |