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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 | $1,058,949 | $212,386+398.6% | $199,883+429.8% | $138,895+662.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 13.40% | 47.75%-34.3pp | 43.81%-30.4pp | 145.39%-132.0pp |
| Employer contribution / active EE | $500 | $6,625-92.5% | $6,261-92.0% | $4,194-88.1% |
| Participant deferral / active EE | $10,764 | $9,617+11.9% | $9,138+17.8% | $6,396+68.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |