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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 | $936,419 | $110,379+748.4% | $102,412+814.4% | $145,884+541.9% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 82.04% | 24.84%+57.2pp | 24.94%+57.1pp | 551.85%-469.8pp |
| Employer contribution / active EE | $400 | $4,216-90.5% | $3,870-89.7% | $4,662-91.4% |
| Participant deferral / active EE | $4,600 | $5,622-18.2% | $5,060-9.1% | $6,690-31.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |