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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 | $540,032 | $134,817+300.6% | $123,973+335.6% | $155,188+248.0% |
| Participation rate | 15.4% | 79.4%-64.0pp | 76.7%-61.3pp | 80.8%-65.4pp |
| Annual return | 10.28% | 515.49%-505.2pp | 388.13%-377.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $46 | $4,425-99.0% | $4,126-98.9% | $4,248-98.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $34 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |