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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 | $656,057 | $157,296+317.1% | $141,191+364.7% | $152,897+329.1% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 18.01% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $376 | $5,262-92.8% | $4,736-92.1% | $4,764-92.1% |
| Participant deferral / active EE | $5,340 | $7,111-24.9% | $6,710-20.4% | $5,851-8.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |