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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 | $111,814+408.1% | $93,654+506.6% | $145,959+289.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 17.72% | 203.30%-185.6pp | 133.34%-115.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $111 | $3,092-96.4% | $2,421-95.4% | $4,661-97.6% |
| Participant deferral / active EE | $6,556 | $4,914+33.4% | $4,413+48.6% | $6,689-2.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |