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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 | $300,672 | $91,167+229.8% | $178,498+68.4% | $79,858+276.5% |
| Participation rate | 5.1% | 69.2%-64.1pp | 81.9%-76.8pp | 69.6%-64.5pp |
| Annual return | 196.53% | 24.19%+172.3pp | 151.09%+45.4pp | 31.72%+164.8pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,000 | $3,236-69.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $152 | $6,747-97.7% | $13,985-98.9% | $5,306-97.1% |