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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 | $260,637 | $227,566+14.5% | $189,558+37.5% | $167,518+55.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.5%-38.5pp | 82.1%-42.1pp |
| Annual return | 18.10% | 78.43%-60.3pp | 64.19%-46.1pp | 478.71%-460.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,583 | $7,002-20.3% | $6,174-9.6% | $6,342-12.0% |
| Admin fee / account holder | $60 | $11,881-99.5% | $9,809-99.4% | $12,312-99.5% |