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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 | $382,655 | $150,447+154.3% | $136,298+180.7% | $147,586+159.3% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 22.53% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.1pp |
| Employer contribution / active EE | $413 | $5,256-92.1% | $4,696-91.2% | $4,876-91.5% |
| Participant deferral / active EE | $6,660 | $6,631+0.4% | $6,247+6.6% | $5,439+22.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |