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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 | $751,908 | $174,379+331.2% | $152,093+394.4% | $138,895+441.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 13.36% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,472 | $6,159+53.8% | $5,451+73.8% | $6,396+48.1% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |