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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 | $362,155 | $115,796+212.8% | $101,264+257.6% | $158,950+127.8% |
| Participation rate | 31.6% | 79.4%-47.8pp | 75.8%-44.2pp | 82.0%-50.4pp |
| Annual return | 26.99% | 56.15%-29.2pp | 46.48%-19.5pp | 302.91%-275.9pp |
| Employer contribution / active EE | $456 | $4,175-89.1% | $3,660-87.5% | $4,762-90.4% |
| Participant deferral / active EE | $4,829 | $4,958-2.6% | $4,370+10.5% | $5,983-19.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |