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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 | $529,319 | $217,432+143.4% | $185,849+184.8% | $167,536+215.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 21.19% | 148.42%-127.2pp | 122.10%-100.9pp | 478.82%-457.6pp |
| Employer contribution / active EE | $632 | $5,875-89.2% | $5,169-87.8% | $4,839-86.9% |
| Participant deferral / active EE | $7,265 | $6,357+14.3% | $5,569+30.5% | $6,342+14.5% |
| Admin fee / account holder | $236 | $19,818-98.8% | $16,244-98.5% | $12,315-98.1% |