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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 | $227,399+204.4% | $189,758+264.8% | $198,609+248.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 226.10% | 61.03%+165.1pp | 52.62%+173.5pp | 202.70%+23.4pp |
| Employer contribution / active EE | $796 | $5,526-85.6% | $4,767-83.3% | $5,055-84.3% |
| Participant deferral / active EE | $6,100 | $6,837-10.8% | $5,856+4.2% | $6,977-12.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |