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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 | $692,254 | $172,111+302.2% | $150,298+360.6% | $137,256+404.4% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 226.10% | 69.37%+156.7pp | 62.79%+163.3pp | 220.34%+5.8pp |
| Employer contribution / active EE | $796 | $4,636-82.8% | $4,154-80.8% | $4,156-80.8% |
| Participant deferral / active EE | $6,100 | $6,166-1.1% | $5,453+11.9% | $6,407-4.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |