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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 | $252,686 | $167,030+51.3% | $135,768+86.1% | $155,188+62.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 71.1%-46.1pp | 80.8%-55.8pp |
| Annual return | 14.87% | 678.39%-663.5pp | 526.10%-511.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,875 | $4,528+29.8% | $3,977+47.7% | $6,531-10.0% |
| Admin fee / account holder | $120 | $8,172-98.5% | $7,048-98.3% | $14,480-99.2% |