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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 | $325,988 | $100,203+225.3% | $85,240+282.4% | $145,897+123.4% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 22.49% | 84.28%-61.8pp | 66.75%-44.3pp | 552.29%-529.8pp |
| Employer contribution / active EE | $204 | $3,242-93.7% | $2,735-92.5% | $4,663-95.6% |
| Participant deferral / active EE | $2,519 | $5,299-52.5% | $4,527-44.4% | $6,689-62.3% |
| Admin fee / account holder | $30 | $7,265-99.6% | $6,165-99.5% | $13,390-99.8% |