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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 | $76,519+574.6% | $56,025+821.4% | $145,897+253.8% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 29.39% | 3017.03%-2987.6pp | 1712.69%-1683.3pp | 552.29%-522.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $837 | $2,624-68.1% | $1,955-57.2% | $6,689-87.5% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |