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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 | $333,160 | $88,603+276.0% | $69,890+376.7% | $134,545+147.6% |
| Participation rate | 22.2% | 74.9%-52.7pp | 70.5%-48.3pp | 81.2%-59.0pp |
| Annual return | -3.26% | 442.93%-446.2pp | 190.84%-194.1pp | 418.37%-421.6pp |
| Employer contribution / active EE | $322 | $3,236-90.0% | $2,560-87.4% | $4,742-93.2% |
| Participant deferral / active EE | $3,631 | $4,771-23.9% | $3,848-5.6% | $6,401-43.3% |
| Admin fee / account holder | $60 | $10,443-99.4% | $6,267-99.0% | $11,431-99.5% |