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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 | $519,350 | $160,059+224.5% | $140,019+270.9% | $135,380+283.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -4.59% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,179 | $6,420-81.6% | $5,605-79.0% | $4,779-75.3% |
| Participant deferral / active EE | $8,000 | $7,641+4.7% | $6,927+15.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |