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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 | $370,637 | $129,737+185.7% | $119,126+211.1% | $154,746+139.5% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 20.18% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $899 | $4,375-79.4% | $4,034-77.7% | $4,379-79.5% |
| Participant deferral / active EE | $3,372 | $5,842-42.3% | $5,318-36.6% | $6,730-49.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |