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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 | $696,479 | $77,908+794.0% | $149,696+365.3% | $75,173+826.5% |
| Participation rate | 3.9% | 65.6%-61.7pp | 78.8%-74.9pp | 67.2%-63.3pp |
| Annual return | 69.11% | 31.73%+37.4pp | 134.46%-65.3pp | 160.72%-91.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,176 | $3,411-65.5% | $5,682-79.3% | $4,126-71.5% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |