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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 | $377,564 | $111,785+237.8% | $93,669+303.1% | $145,877+158.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.74% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,393 | $4,919+9.7% | $4,416+22.1% | $6,691-19.4% |
| Admin fee / account holder | $1 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |