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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 | $308,895 | $160,040+93.0% | $147,096+110.0% | $145,877+111.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 12.03% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $953 | $5,289-82.0% | $4,936-80.7% | $4,663-79.6% |
| Participant deferral / active EE | $5,059 | $8,429-40.0% | $8,071-37.3% | $6,691-24.4% |
| Admin fee / account holder | $39 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |