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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 | $316,482 | $154,193+105.3% | $130,045+143.4% | $139,466+126.9% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.5%-67.4pp | 80.3%-69.2pp |
| Annual return | 16.09% | 32.51%-16.4pp | -137.30%+153.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $993 | $5,292-81.2% | $4,321-77.0% | $4,754-79.1% |
| Participant deferral / active EE | $3,333 | $6,709-50.3% | $5,820-42.7% | $6,712-50.3% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |