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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 | $1,251,371 | $198,457+530.5% | $170,435+634.2% | $147,586+747.9% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 20.42% | 257.30%-236.9pp | 205.94%-185.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,166 | $6,183-81.1% | $5,432-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |