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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 | $516,584 | $227,597+127.0% | $189,575+172.5% | $167,536+208.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 36.17% | 78.44%-42.3pp | 64.19%-28.0pp | 478.82%-442.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $15,060 | $7,002+115.1% | $6,174+143.9% | $6,342+137.5% |
| Admin fee / account holder | $60 | $11,877-99.5% | $9,806-99.4% | $12,315-99.5% |