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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 | $943,903 | $185,312+409.4% | $161,489+484.5% | $154,746+510.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.69% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $831 | $4,769-82.6% | $4,268-80.5% | $4,379-81.0% |
| Participant deferral / active EE | $10,489 | $6,350+65.2% | $5,630+86.3% | $6,730+55.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |