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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 | $359,041 | $118,869+202.0% | $96,575+271.8% | $167,518+114.3% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 15.66% | 50.49%-34.8pp | 37.79%-22.1pp | 478.71%-463.0pp |
| Employer contribution / active EE | $319 | $3,120-89.8% | $2,357-86.5% | $4,838-93.4% |
| Participant deferral / active EE | $4,243 | $4,616-8.1% | $3,849+10.2% | $6,342-33.1% |
| Admin fee / account holder | $268 | $8,067-96.7% | $6,182-95.7% | $12,312-97.8% |