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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 | $267,608 | $106,008+152.4% | $92,240+190.1% | $147,586+81.3% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 21.11% | 50.05%-28.9pp | 176.29%-155.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $653 | $4,333-84.9% | $3,680-82.3% | $4,876-86.6% |
| Participant deferral / active EE | $2,433 | $4,478-45.7% | $3,897-37.6% | $5,439-55.3% |
| Admin fee / account holder | $261 | $6,333-95.9% | $5,194-95.0% | $10,886-97.6% |