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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 | $258,237 | $160,028+61.4% | $147,080+75.6% | $145,884+77.0% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 10.44% | 98.60%-88.2pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $923 | $5,286-82.5% | $4,933-81.3% | $4,662-80.2% |
| Participant deferral / active EE | $3,450 | $8,422-59.0% | $8,066-57.2% | $6,690-48.4% |
| Admin fee / account holder | $149 | $15,030-99.0% | $12,989-98.9% | $13,392-98.9% |