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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 | $538,347 | $90,530+494.7% | $76,030+608.1% | $145,897+269.0% |
| Participation rate | 7.7% | 74.4%-66.8pp | 69.1%-61.4pp | 80.3%-72.6pp |
| Annual return | 50.32% | 625.08%-574.8pp | 361.54%-311.2pp | 552.29%-502.0pp |
| Employer contribution / active EE | $103 | $3,319-96.9% | $2,688-96.2% | $4,663-97.8% |
| Participant deferral / active EE | $2,346 | $5,164-54.6% | $4,257-44.9% | $6,689-64.9% |
| Admin fee / account holder | $30 | $8,383-99.6% | $6,421-99.5% | $13,390-99.8% |