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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 | $316,330 | $180,749+75.0% | $160,784+96.7% | $137,256+130.5% |
| Participation rate | 5.9% | 80.0%-74.1pp | 77.0%-71.1pp | 80.0%-74.1pp |
| Annual return | 12.40% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $364 | $4,155-91.3% | $3,733-90.3% | $4,156-91.3% |
| Participant deferral / active EE | $1,818 | $6,844-73.4% | $6,293-71.1% | $6,407-71.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |