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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 | $328,942 | $176,786+86.1% | $146,643+124.3% | $167,536+96.3% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 19.79% | 24.04%-4.3pp | 22.75%-3.0pp | 478.82%-459.0pp |
| Employer contribution / active EE | $533 | $5,161-89.7% | $4,137-87.1% | $4,839-89.0% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,342+36.6% |
| Admin fee / account holder | $120 | $13,262-99.1% | $10,280-98.8% | $12,315-99.0% |