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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 | $162,529+55.5% | $130,788+93.2% | $154,746+63.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 14.87% | 510.48%-495.6pp | 386.44%-371.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,875 | $4,808+22.2% | $4,137+42.0% | $6,730-12.7% |
| Admin fee / account holder | $120 | $7,669-98.4% | $6,673-98.2% | $14,365-99.2% |