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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 | $155,555+213.2% | $146,866+231.8% | $155,188+214.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.76% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,000 | $8,044+148.6% | $7,759+157.8% | $6,531+206.2% |
| Admin fee / account holder | $60 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |