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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 | $185,312+273.6% | $161,489+328.7% | $154,746+347.3% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 226.10% | 103.84%+122.3pp | 89.72%+136.4pp | 172.34%+53.8pp |
| Employer contribution / active EE | $796 | $4,769-83.3% | $4,268-81.4% | $4,379-81.8% |
| Participant deferral / active EE | $6,100 | $6,350-3.9% | $5,630+8.4% | $6,730-9.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |