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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 | $252,859 | $183,516+37.8% | $155,534+62.6% | $145,884+73.3% |
| Participation rate | 26.3% | 82.7%-56.4pp | 78.2%-51.9pp | 80.3%-54.0pp |
| Annual return | 20.84% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $780 | $5,315-85.3% | $4,675-83.3% | $4,662-83.3% |
| Participant deferral / active EE | $2,119 | $6,467-67.2% | $5,630-62.4% | $6,690-68.3% |
| Admin fee / account holder | $150 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |