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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 | $323,734 | $102,595+215.5% | $94,057+244.2% | $154,746+109.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.69% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,250 | $5,118+119.8% | $4,709+138.9% | $6,730+67.2% |
| Admin fee / account holder | $24 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |