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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 | $302,656 | $160,040+89.1% | $147,096+105.8% | $145,877+107.5% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 11.35% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $579 | $5,289-89.1% | $4,936-88.3% | $4,663-87.6% |
| Participant deferral / active EE | $4,357 | $8,429-48.3% | $8,071-46.0% | $6,691-34.9% |
| Admin fee / account holder | $153 | $15,050-99.0% | $13,005-98.8% | $13,402-98.9% |