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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 | $670,149 | $93,124+619.6% | $77,100+769.2% | $134,545+398.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 44.56% | 62.68%-18.1pp | 42.35%+2.2pp | 418.37%-373.8pp |
| Employer contribution / active EE | $360 | $3,421-89.5% | $2,815-87.2% | $4,742-92.4% |
| Participant deferral / active EE | $9,000 | $5,242+71.7% | $4,430+103.2% | $6,401+40.6% |
| Admin fee / account holder | $1 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |