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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 | $925,701 | $175,259+428.2% | $149,723+518.3% | $139,487+563.6% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 26.34% | 166.82%-140.5pp | 134.50%-108.2pp | 373.84%-347.5pp |
| Employer contribution / active EE | $762 | $5,478-86.1% | $4,821-84.2% | $4,755-84.0% |
| Participant deferral / active EE | $2,813 | $6,522-56.9% | $5,682-50.5% | $6,713-58.1% |
| Admin fee / account holder | $120 | $16,158-99.3% | $13,215-99.1% | $11,407-98.9% |