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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 | $356,744 | $160,070+122.9% | $147,117+142.5% | $145,897+144.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 18.63% | 98.69%-80.1pp | 420.54%-401.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $648 | $5,285-87.7% | $4,932-86.9% | $4,663-86.1% |
| Participant deferral / active EE | $7,191 | $8,419-14.6% | $8,065-10.8% | $6,689+7.5% |
| Admin fee / account holder | $294 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |