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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 | $361,031 | $108,942+231.4% | $100,415+259.5% | $145,897+147.5% |
| Participation rate | 27.3% | 83.0%-55.7pp | 81.5%-54.2pp | 80.3%-53.0pp |
| Annual return | 14.72% | 58.27%-43.5pp | 49.47%-34.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,163 | $8,461-50.8% | $8,091-48.5% | $6,689-37.8% |
| Admin fee / account holder | $22 | $9,702-99.8% | $7,906-99.7% | $13,390-99.8% |