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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 | $262,684 | $165,399+58.8% | $149,745+75.4% | $158,982+65.2% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 32.41% | 348.34%-315.9pp | 276.72%-244.3pp | 302.99%-270.6pp |
| Employer contribution / active EE | $853 | $5,105-83.3% | $4,646-81.6% | $4,763-82.1% |
| Participant deferral / active EE | $2,667 | $7,183-62.9% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |