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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 | $501,668 | $196,972+154.7% | $182,262+175.2% | $198,609+152.6% |
| Participation rate | 28.6% | 85.7%-57.1pp | 84.2%-55.6pp | 82.4%-53.8pp |
| Annual return | 14.68% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $679 | $5,364-87.3% | $5,046-86.5% | $5,055-86.6% |
| Participant deferral / active EE | $4,593 | $8,643-46.9% | $8,276-44.5% | $6,977-34.2% |
| Admin fee / account holder | $60 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |