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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 | $296,590 | $157,829+87.9% | $136,867+116.7% | $198,609+49.3% |
| Participation rate | 22.2% | 77.2%-55.0pp | 74.5%-52.3pp | 82.4%-60.2pp |
| Annual return | 15.08% | 51.25%-36.2pp | 42.97%-27.9pp | 202.70%-187.6pp |
| Employer contribution / active EE | $355 | $3,923-91.0% | $3,547-90.0% | $5,055-93.0% |
| Participant deferral / active EE | $4,609 | $5,463-15.6% | $4,924-6.4% | $6,977-33.9% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |