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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 | $258,425 | $209,428+23.4% | $178,498+44.8% | $158,950+62.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 20.03% | 188.78%-168.8pp | 151.09%-131.1pp | 302.91%-282.9pp |
| Employer contribution / active EE | $1,106 | $5,707-80.6% | $5,011-77.9% | $4,762-76.8% |
| Participant deferral / active EE | $8,051 | $5,955+35.2% | $5,202+54.8% | $5,983+34.6% |
| Admin fee / account holder | $117 | $17,077-99.3% | $13,985-99.2% | $11,248-99.0% |