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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 | $358,116 | $176,120+103.3% | $159,487+124.5% | $167,553+113.7% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 12.62% | 331.95%-319.3pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,429 | $7,752-42.9% | $7,354-39.8% | $6,343-30.2% |
| Admin fee / account holder | $120 | $12,561-99.0% | $10,804-98.9% | $12,316-99.0% |