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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 | $356,970 | $202,440+76.3% | $169,390+110.7% | $139,466+156.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 26.54% | 532.36%-505.8pp | 406.07%-379.5pp | 373.66%-347.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,628 | $6,940-4.5% | $6,222+6.5% | $6,712-1.3% |
| Admin fee / account holder | $40 | $10,722-99.6% | $9,015-99.6% | $11,409-99.6% |