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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 | $302,091 | $150,412+100.8% | $120,574+150.5% | $145,884+107.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 80.93% | 154.50%-73.6pp | 107.42%-26.5pp | 551.85%-470.9pp |
| Employer contribution / active EE | $741 | $4,355-83.0% | $3,471-78.7% | $4,662-84.1% |
| Participant deferral / active EE | $10,167 | $6,175+64.6% | $4,996+103.5% | $6,690+52.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |