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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 | $320,983 | $72,071+345.4% | $68,368+369.5% | $137,256+133.9% |
| Participation rate | 4.5% | 76.2%-71.7pp | 73.8%-69.2pp | 80.0%-75.4pp |
| Annual return | 14.64% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $155 | $2,788-94.5% | $2,649-94.2% | $4,156-96.3% |
| Participant deferral / active EE | $865 | $4,410-80.4% | $4,123-79.0% | $6,407-86.5% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |