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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 | $318,235 | $166,242+91.4% | $165,071+92.8% | $145,884+118.1% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.6%-40.5pp | 80.3%-42.2pp |
| Annual return | 16.42% | 100.44%-84.0pp | 70.17%-53.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,361 | $6,964-37.4% | $6,035-27.7% | $6,690-34.8% |
| Admin fee / account holder | $42 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |