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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 | $342,114 | $104,544+227.2% | $76,657+346.3% | $152,897+123.8% |
| Participation rate | 16.7% | 76.6%-59.9pp | 72.1%-55.4pp | 82.5%-65.8pp |
| Annual return | 24.83% | 1014.36%-989.5pp | 1166.74%-1141.9pp | 345.43%-320.6pp |
| Employer contribution / active EE | $156 | $3,118-95.0% | $2,303-93.2% | $4,764-96.7% |
| Participant deferral / active EE | $4,167 | $4,236-1.6% | $3,335+24.9% | $5,851-28.8% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |