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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 | $336,389 | $166,268+102.3% | $165,100+103.7% | $145,897+130.6% |
| Participation rate | 18.8% | 82.0%-63.3pp | 78.6%-59.9pp | 80.3%-61.6pp |
| Annual return | 69.51% | 100.52%-31.0pp | 70.21%-0.7pp | 552.29%-482.8pp |
| Employer contribution / active EE | $418 | $5,284-92.1% | $4,348-90.4% | $4,663-91.0% |
| Participant deferral / active EE | $2,686 | $6,964-61.4% | $6,035-55.5% | $6,689-59.8% |
| Admin fee / account holder | $6 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |