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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 | $413,396 | $211,224+95.7% | $178,505+131.6% | $145,897+183.3% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 21.50% | 30.28%-8.8pp | 27.16%-5.7pp | 552.29%-530.8pp |
| Employer contribution / active EE | $228 | $4,577-95.0% | $3,955-94.2% | $4,663-95.1% |
| Participant deferral / active EE | $3,699 | $6,966-46.9% | $6,280-41.1% | $6,689-44.7% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |