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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 | $498,968 | $208,088+139.8% | $186,193+168.0% | $154,746+222.4% |
| Participation rate | 15.4% | 80.0%-64.6pp | 77.1%-61.7pp | 80.7%-65.3pp |
| Annual return | 17.12% | 89.97%-72.9pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $132 | $4,340-97.0% | $3,918-96.6% | $4,379-97.0% |
| Participant deferral / active EE | $2,145 | $7,078-69.7% | $6,513-67.1% | $6,730-68.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |