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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 | $389,765 | $209,847+85.7% | $189,520+105.7% | $167,518+132.7% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 12.43% | 748.45%-736.0pp | 555.25%-542.8pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,600 | $8,934+7.5% | $8,220+16.8% | $6,342+51.4% |
| Admin fee / account holder | $60 | $14,295-99.6% | $12,046-99.5% | $12,312-99.5% |