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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 | $808,391 | $175,257+361.3% | $149,717+439.9% | $139,456+479.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 10.91% | 166.70%-155.8pp | 134.41%-123.5pp | 373.45%-362.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,518 | $6,521+107.3% | $5,682+137.9% | $6,711+101.4% |
| Admin fee / account holder | $60 | $16,156-99.6% | $13,213-99.5% | $11,407-99.5% |