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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 | $341,153 | $100,139+240.7% | $85,187+300.5% | $145,884+133.9% |
| Participation rate | 4.5% | 74.1%-69.6pp | 67.5%-63.0pp | 80.3%-75.8pp |
| Annual return | 14.33% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $188 | $3,238-94.2% | $2,732-93.1% | $4,662-96.0% |
| Participant deferral / active EE | $1,364 | $5,296-74.2% | $4,525-69.9% | $6,690-79.6% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |