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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 | $430,516 | $180,749+138.2% | $160,784+167.8% | $137,256+213.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 15.21% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,621 | $6,844-3.3% | $6,293+5.2% | $6,407+3.3% |
| Admin fee / account holder | $60 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |