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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 | $260,437 | $209,422+24.4% | $178,503+45.9% | $158,982+63.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.09% | 188.81%-173.7pp | 151.12%-136.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $521 | $5,707-90.9% | $5,011-89.6% | $4,763-89.1% |
| Participant deferral / active EE | $2,196 | $5,955-63.1% | $5,202-57.8% | $5,983-63.3% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |