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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 | $755,432 | $209,425+260.7% | $178,499+323.2% | $158,966+375.2% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 27.30% | 188.80%-161.5pp | 151.10%-123.8pp | 302.95%-275.6pp |
| Employer contribution / active EE | $958 | $5,707-83.2% | $5,011-80.9% | $4,762-79.9% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $60 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |