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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 | $316,608 | $165,381+91.4% | $149,730+111.5% | $158,966+99.2% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 31.28% | 348.29%-317.0pp | 276.70%-245.4pp | 302.95%-271.7pp |
| Employer contribution / active EE | $809 | $5,104-84.2% | $4,645-82.6% | $4,762-83.0% |
| Participant deferral / active EE | $6,751 | $7,182-6.0% | $6,843-1.3% | $5,983+12.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |