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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 | $1,745,986 | $156,616+1014.8% | $133,346+1209.4% | $198,609+779.1% |
| Participation rate | 12.5% | 77.7%-65.2pp | 72.8%-60.3pp | 82.4%-69.9pp |
| Annual return | 7.21% | 44.25%-37.0pp | 36.85%-29.6pp | 202.70%-195.5pp |
| Employer contribution / active EE | $750 | $3,368-77.7% | $2,853-73.7% | $5,055-85.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |