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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 | $566,552 | $110,379+413.3% | $102,412+453.2% | $145,884+288.4% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-67.0pp |
| Annual return | 98.53% | 24.84%+73.7pp | 24.94%+73.6pp | 551.85%-453.3pp |
| Employer contribution / active EE | $578 | $4,216-86.3% | $3,870-85.1% | $4,662-87.6% |
| Participant deferral / active EE | $4,067 | $5,622-27.7% | $5,060-19.6% | $6,690-39.2% |
| Admin fee / account holder | $5 | $9,745-99.9% | $8,388-99.9% | $13,392-100.0% |