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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 | $870,677 | $148,623+485.8% | $135,974+540.3% | $139,466+524.3% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | 17.54% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $187 | $5,246-96.4% | $4,859-96.2% | $4,754-96.1% |
| Participant deferral / active EE | $5,000 | $8,103-38.3% | $7,760-35.6% | $6,712-25.5% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |