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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 | $500,250 | $171,492+191.7% | $150,734+231.9% | $198,609+151.9% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 13.37% | 804.70%-791.3pp | 600.81%-587.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,331 | $5,470-75.7% | $4,918-72.9% | $5,055-73.7% |
| Participant deferral / active EE | $6,005 | $6,259-4.1% | $5,610+7.0% | $6,977-13.9% |
| Admin fee / account holder | $60 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |