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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 | $517,042 | $175,231+195.1% | $149,696+245.4% | $139,466+270.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.76% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $427 | $5,478-92.2% | $4,821-91.1% | $4,754-91.0% |
| Participant deferral / active EE | $7,781 | $6,521+19.3% | $5,682+36.9% | $6,712+15.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |