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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 | $314,927 | $160,040+96.8% | $147,096+114.1% | $145,877+115.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 30.37% | 98.49%-68.1pp | 419.75%-389.4pp | 551.28%-520.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,088 | $8,429+114.6% | $8,071+124.1% | $6,691+170.4% |
| Admin fee / account holder | $140 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |