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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 | $297,803 | $106,236+180.3% | $96,496+208.6% | $139,427+113.6% |
| Participation rate | 11.1% | 77.8%-66.7pp | 74.3%-63.2pp | 80.3%-69.2pp |
| Annual return | 23.01% | 38.43%-15.4pp | 35.70%-12.7pp | 373.27%-350.3pp |
| Employer contribution / active EE | $653 | $4,104-84.1% | $3,738-82.5% | $4,752-86.3% |
| Participant deferral / active EE | $2,500 | $5,455-54.2% | $4,879-48.8% | $6,711-62.7% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |