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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 | $350,620 | $154,209+127.4% | $130,062+169.6% | $139,487+151.4% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 19.82% | 32.52%-12.7pp | -137.37%+157.2pp | 373.84%-354.0pp |
| Employer contribution / active EE | $533 | $5,292-89.9% | $4,322-87.7% | $4,755-88.8% |
| Participant deferral / active EE | $9,000 | $6,709+34.1% | $5,821+54.6% | $6,713+34.1% |
| Admin fee / account holder | $120 | $13,988-99.1% | $10,601-98.9% | $11,407-98.9% |