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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 | $291,452 | $148,629+96.1% | $135,982+114.3% | $139,487+108.9% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.4pp | 80.3%-51.8pp |
| Annual return | 17.49% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $929 | $5,247-82.3% | $4,859-80.9% | $4,755-80.5% |
| Participant deferral / active EE | $8,571 | $8,102+5.8% | $7,760+10.5% | $6,713+27.7% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |