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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 | $420,512 | $209,422+100.8% | $178,503+135.6% | $158,982+164.5% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 11.06% | 188.81%-177.7pp | 151.12%-140.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $997 | $5,707-82.5% | $5,011-80.1% | $4,763-79.1% |
| Participant deferral / active EE | $4,244 | $5,955-28.7% | $5,202-18.4% | $5,983-29.1% |
| Admin fee / account holder | $60 | $17,079-99.6% | $13,987-99.6% | $11,252-99.5% |