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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 | $251,092 | $175,231+43.3% | $149,696+67.7% | $139,466+80.0% |
| Participation rate | 26.7% | 83.4%-56.7pp | 78.8%-52.1pp | 80.3%-53.7pp |
| Annual return | 15.86% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $782 | $5,478-85.7% | $4,821-83.8% | $4,754-83.6% |
| Participant deferral / active EE | $4,207 | $6,521-35.5% | $5,682-26.0% | $6,712-37.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |