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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 | $516,209 | $76,785+572.3% | $56,441+814.6% | $145,959+253.7% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 29.39% | 3000.51%-2971.1pp | 1704.21%-1674.8pp | 561.95%-532.6pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $837 | $2,624-68.1% | $1,953-57.1% | $6,689-87.5% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |