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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 | $335,496 | $208,088+61.2% | $186,193+80.2% | $154,746+116.8% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.1%-57.1pp | 80.7%-60.7pp |
| Annual return | 17.26% | 89.97%-72.7pp | 78.03%-60.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $318 | $4,340-92.7% | $3,918-91.9% | $4,379-92.7% |
| Participant deferral / active EE | $1,715 | $7,078-75.8% | $6,513-73.7% | $6,730-74.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |