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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 | $760,919 | $108,897+598.7% | $100,378+658.1% | $145,877+421.6% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 21.70% | 58.17%-36.5pp | 49.41%-27.7pp | 551.28%-529.6pp |
| Employer contribution / active EE | $339 | $4,420-92.3% | $3,942-91.4% | $4,663-92.7% |
| Participant deferral / active EE | $3,825 | $8,455-54.8% | $8,087-52.7% | $6,691-42.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |