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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 | $774,497 | $209,425+269.8% | $178,499+333.9% | $158,966+387.2% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 19.28% | 188.80%-169.5pp | 151.10%-131.8pp | 302.95%-283.7pp |
| Employer contribution / active EE | $798 | $5,707-86.0% | $5,011-84.1% | $4,762-83.2% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $60 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |