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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 | $322,759 | $118,869+171.5% | $96,575+234.2% | $167,518+92.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 20.05% | 50.49%-30.4pp | 37.79%-17.7pp | 478.71%-458.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,775 | $4,616-61.5% | $3,849-53.9% | $6,342-72.0% |
| Admin fee / account holder | $132 | $8,067-98.4% | $6,182-97.9% | $12,312-98.9% |