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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 | $279,675 | $202,342+38.2% | $172,753+61.9% | $152,909+82.9% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 30.03% | 1029.88%-999.8pp | 803.00%-773.0pp | 345.46%-315.4pp |
| Employer contribution / active EE | $984 | $5,857-83.2% | $5,144-80.9% | $4,764-79.3% |
| Participant deferral / active EE | $3,001 | $5,948-49.5% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |