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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 | $485,660 | $100,203+384.7% | $85,240+469.8% | $145,897+232.9% |
| Participation rate | 4.2% | 74.1%-69.9pp | 67.5%-63.4pp | 80.3%-76.1pp |
| Annual return | 15.71% | 84.28%-68.6pp | 66.75%-51.0pp | 552.29%-536.6pp |
| Employer contribution / active EE | $133 | $3,242-95.9% | $2,735-95.1% | $4,663-97.1% |
| Participant deferral / active EE | $958 | $5,299-81.9% | $4,527-78.8% | $6,689-85.7% |
| Admin fee / account holder | $60 | $7,265-99.2% | $6,165-99.0% | $13,390-99.6% |