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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 | $174,379+297.0% | $152,093+355.2% | $138,895+398.4% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 226.10% | 74.86%+151.2pp | 66.36%+159.7pp | 145.39%+80.7pp |
| Employer contribution / active EE | $796 | $4,652-82.9% | $4,175-80.9% | $4,194-81.0% |
| Participant deferral / active EE | $6,100 | $6,159-1.0% | $5,451+11.9% | $6,396-4.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |