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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 | $529,170 | $160,040+230.6% | $147,096+259.7% | $145,877+262.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.79% | 98.49%-80.7pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $266 | $5,289-95.0% | $4,936-94.6% | $4,663-94.3% |
| Participant deferral / active EE | $6,284 | $8,429-25.4% | $8,071-22.1% | $6,691-6.1% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |