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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 | $287,191 | $111,785+156.9% | $93,669+206.6% | $145,877+96.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 8.79% | 203.79%-195.0pp | 133.59%-124.8pp | 551.28%-542.5pp |
| Employer contribution / active EE | $531 | $3,096-82.8% | $2,424-78.1% | $4,663-88.6% |
| Participant deferral / active EE | $1,779 | $4,919-63.8% | $4,416-59.7% | $6,691-73.4% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |