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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 | $331,120 | $209,428+58.1% | $178,498+85.5% | $158,950+108.3% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 20.65% | 188.78%-168.1pp | 151.09%-130.4pp | 302.91%-282.3pp |
| Employer contribution / active EE | $1,057 | $5,707-81.5% | $5,011-78.9% | $4,762-77.8% |
| Participant deferral / active EE | $4,409 | $5,955-26.0% | $5,202-15.3% | $5,983-26.3% |
| Admin fee / account holder | $182 | $17,077-98.9% | $13,985-98.7% | $11,248-98.4% |