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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 | $288,446 | $160,028+80.2% | $147,080+96.1% | $145,884+97.7% |
| Participation rate | 21.1% | 84.0%-63.0pp | 82.2%-61.1pp | 80.3%-59.3pp |
| Annual return | 14.24% | 98.60%-84.4pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $382 | $5,286-92.8% | $4,933-92.3% | $4,662-91.8% |
| Participant deferral / active EE | $2,638 | $8,422-68.7% | $8,066-67.3% | $6,690-60.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |