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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 | $343,971 | $154,193+123.1% | $130,045+164.5% | $139,466+146.6% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 20.53% | 32.51%-12.0pp | -137.30%+157.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $501 | $5,292-90.5% | $4,321-88.4% | $4,754-89.5% |
| Participant deferral / active EE | $9,674 | $6,709+44.2% | $5,820+66.2% | $6,712+44.1% |
| Admin fee / account holder | $30 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |