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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 | $439,226 | $102,638+327.9% | $81,982+435.8% | $158,982+176.3% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.3%-49.3pp | 82.0%-62.0pp |
| Annual return | 14.99% | 61.05%-46.1pp | 41.31%-26.3pp | 302.99%-288.0pp |
| Employer contribution / active EE | $335 | $3,241-89.7% | $2,498-86.6% | $4,763-93.0% |
| Participant deferral / active EE | $1,333 | $4,649-71.3% | $3,722-64.2% | $5,983-77.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |