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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 | $465,112 | $202,342+129.9% | $172,753+169.2% | $152,909+204.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 20.92% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,068 | $5,857-81.8% | $5,144-79.2% | $4,764-77.6% |
| Participant deferral / active EE | $7,333 | $5,948+23.3% | $5,198+41.1% | $5,851+25.3% |
| Admin fee / account holder | -$668 | $17,112-103.9% | $13,956-104.8% | $11,601-105.8% |