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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 | $574,648 | $142,354+303.7% | $125,529+357.8% | $155,188+270.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.7%-49.7pp | 80.8%-55.8pp |
| Annual return | 90.48% | 306.06%-215.6pp | 202.56%-112.1pp | 148.84%-58.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,814 | $5,491-30.5% | $4,813-20.7% | $6,531-41.6% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |