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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 | $251,392 | $217,432+15.6% | $185,851+35.3% | $167,553+50.0% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 17.79% | 148.43%-130.6pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $1,009 | $5,874-82.8% | $5,168-80.5% | $4,840-79.1% |
| Participant deferral / active EE | $4,306 | $6,357-32.3% | $5,569-22.7% | $6,343-32.1% |
| Admin fee / account holder | $162 | $19,820-99.2% | $16,245-99.0% | $12,316-98.7% |