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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 | $263,452 | $175,231+50.3% | $149,696+76.0% | $139,466+88.9% |
| Participation rate | 29.4% | 83.4%-54.0pp | 78.8%-49.4pp | 80.3%-50.9pp |
| Annual return | 11.18% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $819 | $5,478-85.0% | $4,821-83.0% | $4,754-82.8% |
| Participant deferral / active EE | $4,092 | $6,521-37.2% | $5,682-28.0% | $6,712-39.0% |
| Admin fee / account holder | $17 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |