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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 | $330,999 | $160,070+106.8% | $147,117+125.0% | $145,897+126.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.53% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $475 | $5,285-91.0% | $4,932-90.4% | $4,663-89.8% |
| Participant deferral / active EE | $8,656 | $8,419+2.8% | $8,065+7.3% | $6,689+29.4% |
| Admin fee / account holder | $30 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |