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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 | $604,725 | $105,158+475.1% | $94,672+538.8% | $139,487+333.5% |
| Participation rate | 16.7% | 82.4%-65.7pp | 80.8%-64.2pp | 80.3%-63.7pp |
| Annual return | 21.85% | 38.11%-16.3pp | 156.89%-135.0pp | 373.84%-352.0pp |
| Employer contribution / active EE | $325 | $4,107-92.1% | $3,673-91.1% | $4,755-93.2% |
| Participant deferral / active EE | $3,256 | $7,599-57.2% | $7,417-56.1% | $6,713-51.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |