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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 | $637,805 | $157,829+304.1% | $136,867+366.0% | $198,609+221.1% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 17.79% | 51.25%-33.5pp | 42.97%-25.2pp | 202.70%-184.9pp |
| Employer contribution / active EE | $740 | $3,923-81.1% | $3,547-79.1% | $5,055-85.4% |
| Participant deferral / active EE | $2,915 | $5,463-46.6% | $4,924-40.8% | $6,977-58.2% |
| Admin fee / account holder | $40 | $11,107-99.6% | $10,340-99.6% | $19,030-99.8% |