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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 | $341,402 | $217,427+57.0% | $185,837+83.7% | $167,518+103.8% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.96% | 148.39%-131.4pp | 122.08%-105.1pp | 478.71%-461.7pp |
| Employer contribution / active EE | $655 | $5,874-88.9% | $5,168-87.3% | $4,838-86.5% |
| Participant deferral / active EE | $4,818 | $6,357-24.2% | $5,568-13.5% | $6,342-24.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |