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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 | $260,442 | $88,815+193.2% | $81,882+218.1% | $145,897+78.5% |
| Participation rate | 4.3% | 75.1%-70.7pp | 72.4%-68.0pp | 80.3%-76.0pp |
| Annual return | 29.15% | 1033.75%-1004.6pp | 779.47%-750.3pp | 552.29%-523.1pp |
| Employer contribution / active EE | $165 | $3,086-94.6% | $2,916-94.3% | $4,663-96.5% |
| Participant deferral / active EE | $1,200 | $4,647-74.2% | $4,323-72.2% | $6,689-82.1% |
| Admin fee / account holder | $90 | $8,434-98.9% | $7,360-98.8% | $13,390-99.3% |