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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 | $76,608+573.8% | $56,077+820.5% | $145,877+253.9% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 29.39% | 3009.59%-2980.2pp | 1709.28%-1679.9pp | 551.28%-521.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $837 | $2,624-68.1% | $1,954-57.2% | $6,691-87.5% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |