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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 | $373,617 | $190,879+95.7% | $160,009+133.5% | $134,532+177.7% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | 23.22% | 552.63%-529.4pp | 408.85%-385.6pp | 418.27%-395.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,004 | $6,924-27.7% | $6,183-19.1% | $6,401-21.8% |
| Admin fee / account holder | -$2,741 | $10,495-126.1% | $8,715-131.4% | $11,429-124.0% |