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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 | $433,184 | $104,937+312.8% | $84,628+411.9% | $152,897+183.3% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 20.63% | 373.88%-353.3pp | 258.80%-238.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $247 | $3,303-92.5% | $2,653-90.7% | $4,764-94.8% |
| Participant deferral / active EE | $2,000 | $4,690-57.4% | $3,900-48.7% | $5,851-65.8% |
| Admin fee / account holder | $100 | $6,243-98.4% | $4,914-98.0% | $11,599-99.1% |