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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 | $1,102,615 | $81,358+1255.3% | $155,556+608.8% | $80,959+1261.9% |
| Participation rate | 7.1% | 66.3%-59.1pp | 78.2%-71.1pp | 67.7%-60.5pp |
| Annual return | 30.09% | 33.39%-3.3pp | 64.84%-34.7pp | 35.67%-5.6pp |
| Employer contribution / active EE | $357 | $3,106-88.5% | $4,675-92.4% | $2,757-87.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |