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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 | $467,900 | $176,105+165.7% | $159,474+193.4% | $167,536+179.3% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 17.00% | 331.91%-314.9pp | 263.68%-246.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,136 | $7,751-33.7% | $7,353-30.1% | $6,342-19.0% |
| Admin fee / account holder | $60 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |