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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 | $861,455 | $201,370+327.8% | $184,256+367.5% | $145,897+490.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 81.00% | 29.05%+52.0pp | 28.85%+52.2pp | 552.29%-471.3pp |
| Employer contribution / active EE | $698 | $7,024-90.1% | $6,427-89.1% | $4,663-85.0% |
| Participant deferral / active EE | $15,938 | $9,808+62.5% | $9,133+74.5% | $6,689+138.3% |
| Admin fee / account holder | $60 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |