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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 | $567,575 | $166,131+241.6% | $164,975+244.0% | $145,877+289.1% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 14.31% | 100.37%-86.1pp | 70.12%-55.8pp | 551.28%-537.0pp |
| Employer contribution / active EE | $867 | $5,276-83.6% | $4,343-80.0% | $4,663-81.4% |
| Participant deferral / active EE | $4,350 | $6,962-37.5% | $6,033-27.9% | $6,691-35.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |