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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 | $445,380 | $159,978+178.4% | $147,041+202.9% | $145,978+205.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.17% | 98.36%-82.2pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $960 | $5,288-81.8% | $4,935-80.5% | $4,662-79.4% |
| Participant deferral / active EE | $3,600 | $8,429-57.3% | $8,071-55.4% | $6,690-46.2% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,400-99.6% |