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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 | $412,279 | $105,929+289.2% | $81,716+404.5% | $158,966+159.4% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | 15.12% | 38.19%-23.1pp | 29.49%-14.4pp | 302.95%-287.8pp |
| Employer contribution / active EE | $187 | $7,802-97.6% | $4,310-95.7% | $4,762-96.1% |
| Participant deferral / active EE | $3,500 | $13,007-73.1% | $7,108-50.8% | $5,983-41.5% |
| Admin fee / account holder | $60 | $8,492-99.3% | $5,159-98.8% | $11,250-99.5% |