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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 | $590,321 | $159,978+269.0% | $147,041+301.5% | $145,978+304.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.73% | 98.36%-81.6pp | 419.21%-402.5pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,333 | $8,429+58.2% | $8,071+65.2% | $6,690+99.3% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |