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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 | $180,749+85.6% | $160,784+108.7% | $137,256+144.4% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 17.26% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $318 | $4,155-92.3% | $3,733-91.5% | $4,156-92.3% |
| Participant deferral / active EE | $1,715 | $6,844-74.9% | $6,293-72.7% | $6,407-73.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |