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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 | $278,541 | $168,635+65.2% | $147,617+88.7% | $125,389+122.1% |
| Participation rate | 11.8% | 88.8%-77.0pp | 84.6%-72.9pp | 83.2%-71.4pp |
| Annual return | 16.29% | 77.65%-61.4pp | 61.98%-45.7pp | 282.24%-266.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,824 | $5,507-48.7% | $4,895-42.3% | $5,352-47.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |