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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 | $745,131 | $169,356+340.0% | $129,406+475.8% | $145,897+410.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.82% | 14418.62%-14409.8pp | 9468.18%-9459.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,977 | $4,987+200.3% | $4,167+259.4% | $6,689+123.9% |
| Admin fee / account holder | $60 | $9,915-99.4% | $7,689-99.2% | $13,390-99.6% |