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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 | $351,342 | $202,345+73.6% | $172,755+103.4% | $152,885+129.8% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 27.74% | 1029.77%-1002.0pp | 802.94%-775.2pp | 345.39%-317.6pp |
| Employer contribution / active EE | $1,061 | $5,858-81.9% | $5,144-79.4% | $4,763-77.7% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |