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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 | $578,704 | $134,817+329.3% | $123,973+366.8% | $155,188+272.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 12.58% | 515.49%-502.9pp | 388.13%-375.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $667 | $4,425-84.9% | $4,126-83.8% | $4,248-84.3% |
| Participant deferral / active EE | $10,333 | $5,706+81.1% | $5,247+96.9% | $6,531+58.2% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |