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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 | $378,311 | $165,399+128.7% | $149,745+152.6% | $158,982+138.0% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 29.96% | 348.34%-318.4pp | 276.72%-246.8pp | 302.99%-273.0pp |
| Employer contribution / active EE | $33 | $5,105-99.4% | $4,646-99.3% | $4,763-99.3% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $66 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |