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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 | $307,189 | $82,314+273.2% | $68,808+346.4% | $134,532+128.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | 105.81% | -2.18%+108.0pp | -6.37%+112.2pp | 418.27%-312.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,670 | $4,740-22.6% | $3,942-6.9% | $6,401-42.7% |
| Admin fee / account holder | $43 | $6,484-99.3% | $4,936-99.1% | $11,429-99.6% |