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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 | $270,563 | $175,257+54.4% | $149,717+80.7% | $139,456+94.0% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 20.88% | 166.70%-145.8pp | 134.41%-113.5pp | 373.45%-352.6pp |
| Employer contribution / active EE | $832 | $5,477-84.8% | $4,820-82.7% | $4,753-82.5% |
| Participant deferral / active EE | $7,999 | $6,521+22.7% | $5,682+40.8% | $6,711+19.2% |
| Admin fee / account holder | $20 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |