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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 | $310,679 | $88,702+250.3% | $81,780+279.9% | $145,978+112.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.68% | 1029.12%-1013.4pp | 776.27%-760.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,500 | $4,645-67.7% | $4,321-65.3% | $6,690-77.6% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |