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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 | $293,243 | $217,432+34.9% | $185,851+57.8% | $167,553+75.0% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 12.25% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.6pp |
| Employer contribution / active EE | $1,196 | $5,874-79.6% | $5,168-76.9% | $4,840-75.3% |
| Participant deferral / active EE | $5,778 | $6,357-9.1% | $5,569+3.8% | $6,343-8.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |