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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 | $487,232 | $162,136+200.5% | $152,301+219.9% | $154,746+214.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 14.76% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,000 | $8,341+139.8% | $8,004+149.9% | $6,730+197.2% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |