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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 | $1,873,221 | $99,921+1774.7% | $85,009+2103.6% | $145,959+1183.4% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 20.70% | 83.89%-63.2pp | 66.47%-45.8pp | 561.95%-541.3pp |
| Employer contribution / active EE | $23 | $3,233-99.3% | $2,728-99.2% | $4,661-99.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $7,252-99.9% | $6,153-99.8% | $13,398-99.9% |