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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 | $1,383,271 | $176,105+685.5% | $159,474+767.4% | $167,536+725.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.93% | 331.91%-316.0pp | 263.68%-247.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $750 | $5,299-85.8% | $4,831-84.5% | $4,839-84.5% |
| Participant deferral / active EE | $11,250 | $7,751+45.1% | $7,353+53.0% | $6,342+77.4% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |