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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 | $471,804 | $196,972+139.5% | $182,262+158.9% | $198,609+137.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.32% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $20,085 | $8,643+132.4% | $8,276+142.7% | $6,977+187.9% |
| Admin fee / account holder | $15 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |