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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 | $283,075 | $176,838+60.1% | $146,685+93.0% | $167,518+69.0% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 45.67% | 24.04%+21.6pp | 22.75%+22.9pp | 478.71%-433.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,152 | $6,441-66.6% | $5,507-60.9% | $6,342-66.1% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,281-99.8% | $12,312-99.8% |