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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 | $291,075 | $115,796+151.4% | $101,264+187.4% | $158,950+83.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 24.66% | 56.15%-31.5pp | 46.48%-21.8pp | 302.91%-278.2pp |
| Employer contribution / active EE | $700 | $4,175-83.2% | $3,660-80.9% | $4,762-85.3% |
| Participant deferral / active EE | $11,375 | $4,958+129.4% | $4,370+160.3% | $5,983+90.1% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |