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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 | $326,644 | $156,398+108.9% | $147,318+121.7% | $138,895+135.2% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 15.32% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $376 | $4,853-92.2% | $4,593-91.8% | $4,194-91.0% |
| Participant deferral / active EE | $4,700 | $8,237-42.9% | $7,906-40.5% | $6,396-26.5% |
| Admin fee / account holder | $7 | $14,976-100.0% | $13,708-99.9% | $12,562-99.9% |