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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 | $525,089 | $114,119+360.1% | $107,187+389.9% | $138,895+278.0% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 16.10% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $382 | $4,059-90.6% | $3,782-89.9% | $4,194-90.9% |
| Participant deferral / active EE | $2,036 | $5,538-63.2% | $5,096-60.0% | $6,396-68.2% |
| Admin fee / account holder | $40 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |