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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 | $1,225,393 | $148,558+724.9% | $135,925+801.5% | $139,427+778.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.13% | 79.22%-59.1pp | 68.25%-48.1pp | 373.27%-353.1pp |
| Employer contribution / active EE | $667 | $5,244-87.3% | $4,857-86.3% | $4,752-86.0% |
| Participant deferral / active EE | $10,000 | $8,101+23.4% | $7,759+28.9% | $6,711+49.0% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |