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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 | $386,064 | $160,028+141.2% | $147,080+162.5% | $145,884+164.6% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 23.65% | 98.60%-75.0pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $714 | $5,286-86.5% | $4,933-85.5% | $4,662-84.7% |
| Participant deferral / active EE | $4,357 | $8,422-48.3% | $8,066-46.0% | $6,690-34.9% |
| Admin fee / account holder | $2 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |