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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 | $439,834 | $171,492+156.5% | $150,734+191.8% | $198,609+121.5% |
| Participation rate | 17.4% | 81.4%-64.0pp | 78.4%-61.1pp | 82.4%-65.0pp |
| Annual return | 20.86% | 804.70%-783.8pp | 600.81%-579.9pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,218 | $5,470-77.7% | $4,918-75.2% | $5,055-75.9% |
| Participant deferral / active EE | $5,057 | $6,259-19.2% | $5,610-9.9% | $6,977-27.5% |
| Admin fee / account holder | $30 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |