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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 | $1,149,409 | $176,077+552.8% | $159,455+620.8% | $167,518+586.1% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 18.70% | 331.83%-313.1pp | 263.63%-244.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $648 | $5,298-87.8% | $4,830-86.6% | $4,838-86.6% |
| Participant deferral / active EE | $5,200 | $7,751-32.9% | $7,353-29.3% | $6,342-18.0% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |