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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 | $895,776 | $167,362+435.2% | $143,799+522.9% | $134,532+565.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -8.64% | 0.47%-9.1pp | -0.04%-8.6pp | 418.27%-426.9pp |
| Employer contribution / active EE | $437 | $5,620-92.2% | $4,952-91.2% | $4,741-90.8% |
| Participant deferral / active EE | $4,824 | $6,447-25.2% | $5,638-14.4% | $6,401-24.6% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |