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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 | $541,127 | $160,070+238.1% | $147,117+267.8% | $145,897+270.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 18.42% | 98.69%-80.3pp | 420.54%-402.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $801 | $5,285-84.8% | $4,932-83.8% | $4,663-82.8% |
| Participant deferral / active EE | $7,625 | $8,419-9.4% | $8,065-5.5% | $6,689+14.0% |
| Admin fee / account holder | $251 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |