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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 | $253,156 | $95,975+163.8% | $74,549+239.6% | $135,379+87.0% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -6.27% | 56.96%-63.2pp | 32.53%-38.8pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,839 | $3,844-26.1% | $3,108-8.7% | $5,609-49.4% |
| Admin fee / account holder | $34 | $6,522-99.5% | $5,059-99.3% | $10,828-99.7% |