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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 | $251,357 | $165,381+52.0% | $149,730+67.9% | $158,966+58.1% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 22.86% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $228 | $5,104-95.5% | $4,645-95.1% | $4,762-95.2% |
| Participant deferral / active EE | $2,571 | $7,182-64.2% | $6,843-62.4% | $5,983-57.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |