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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 | $402,439 | $129,737+210.2% | $119,126+237.8% | $154,746+160.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 16.36% | 379.08%-362.7pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $450 | $4,375-89.7% | $4,034-88.8% | $4,379-89.7% |
| Participant deferral / active EE | $6,000 | $5,842+2.7% | $5,318+12.8% | $6,730-10.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |