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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 | $169,161+340.5% | $129,295+476.3% | $145,959+410.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.82% | 14348.07%-14339.2pp | 9429.28%-9420.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,977 | $4,989+200.2% | $4,169+259.2% | $6,689+123.9% |
| Admin fee / account holder | $60 | $9,878-99.4% | $7,665-99.2% | $13,398-99.6% |