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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 | $266,720 | $142,426+87.3% | $115,167+131.6% | $152,909+74.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $247 | $4,011-93.8% | $3,179-92.2% | $4,764-94.8% |
| Participant deferral / active EE | $4,997 | $5,165-3.2% | $4,169+19.9% | $5,851-14.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |