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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 | $262,084 | $96,643+171.2% | $86,617+202.6% | $139,456+87.9% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 21.56% | 106.57%-85.0pp | 591.91%-570.4pp | 373.45%-351.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,618 | $4,835-66.5% | $4,437-63.5% | $6,711-75.9% |
| Admin fee / account holder | $60 | $6,406-99.1% | $5,613-98.9% | $11,407-99.5% |