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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 | $568,137 | $111,785+408.2% | $93,669+506.5% | $145,877+289.5% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 17.72% | 203.79%-186.1pp | 133.59%-115.9pp | 551.28%-533.6pp |
| Employer contribution / active EE | $111 | $3,096-96.4% | $2,424-95.4% | $4,663-97.6% |
| Participant deferral / active EE | $6,556 | $4,919+33.3% | $4,416+48.5% | $6,691-2.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |