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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 | $291,305 | $202,463+43.9% | $169,397+72.0% | $139,487+108.8% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 14.54% | 532.64%-518.1pp | 406.23%-391.7pp | 373.84%-359.3pp |
| Employer contribution / active EE | $560 | $4,694-88.1% | $4,013-86.0% | $4,755-88.2% |
| Participant deferral / active EE | $2,333 | $6,941-66.4% | $6,223-62.5% | $6,713-65.2% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |