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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 | $344,923 | $138,072+149.8% | $123,549+179.2% | $135,382+154.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -7.66% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.4pp |
| Employer contribution / active EE | $286 | $5,152-94.5% | $4,628-93.8% | $4,779-94.0% |
| Participant deferral / active EE | $6,223 | $6,799-8.5% | $6,426-3.2% | $5,609+10.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |