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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 | $387,399 | $165,361+134.3% | $149,715+158.8% | $158,950+143.7% |
| Participation rate | 11.1% | 84.6%-73.5pp | 82.5%-71.4pp | 82.0%-70.9pp |
| Annual return | 14.75% | 348.24%-333.5pp | 276.66%-261.9pp | 302.91%-288.2pp |
| Employer contribution / active EE | $184 | $5,103-96.4% | $4,645-96.0% | $4,762-96.1% |
| Participant deferral / active EE | $2,890 | $7,182-59.8% | $6,842-57.8% | $5,983-51.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |