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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 | $359,309 | $211,224+70.1% | $178,505+101.3% | $145,897+146.3% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 15.65% | 30.28%-14.6pp | 27.16%-11.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,592 | $6,966+9.0% | $6,280+20.9% | $6,689+13.5% |
| Admin fee / account holder | $60 | $12,109-99.5% | $10,428-99.4% | $13,390-99.6% |