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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 | $657,181 | $156,963+318.7% | $121,204+442.2% | $139,466+371.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.79% | 1476.75%-1460.0pp | 987.18%-970.4pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,523 | $4,848+178.9% | $4,083+231.2% | $6,712+101.5% |
| Admin fee / account holder | $60 | $6,953-99.1% | $5,651-98.9% | $11,409-99.5% |