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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 | $505,438 | $160,028+215.8% | $147,080+243.6% | $145,884+246.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.21% | 98.60%-83.4pp | 420.17%-405.0pp | 551.85%-536.6pp |
| Employer contribution / active EE | $718 | $5,286-86.4% | $4,933-85.5% | $4,662-84.6% |
| Participant deferral / active EE | $12,200 | $8,422+44.9% | $8,066+51.2% | $6,690+82.4% |
| Admin fee / account holder | $26 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |