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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 | $353,177 | $227,597+55.2% | $189,575+86.3% | $167,536+110.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.4%-36.8pp | 82.1%-40.4pp |
| Annual return | 16.48% | 78.44%-62.0pp | 64.19%-47.7pp | 478.82%-462.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,908 | $7,002-58.5% | $6,174-52.9% | $6,342-54.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |