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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 | $426,809 | $106,923+299.2% | $84,023+408.0% | $152,909+179.1% |
| Participation rate | 16.7% | 75.3%-58.6pp | 69.0%-52.4pp | 82.5%-65.8pp |
| Annual return | 28.03% | 105.02%-77.0pp | 71.32%-43.3pp | 345.46%-317.4pp |
| Employer contribution / active EE | $366 | $2,735-86.6% | $1,984-81.6% | $4,764-92.3% |
| Participant deferral / active EE | $3,167 | $4,013-21.1% | $3,239-2.2% | $5,851-45.9% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |