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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 | $308,296 | $160,070+92.6% | $147,117+109.6% | $145,897+111.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $804 | $5,285-84.8% | $4,932-83.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,726 | $8,419-55.8% | $8,065-53.8% | $6,689-44.3% |
| Admin fee / account holder | $172 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |