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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 | $305,355 | $115,225+165.0% | $100,712+203.2% | $138,895+119.8% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 16.13% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $263 | $2,771-90.5% | $2,313-88.6% | $4,194-93.7% |
| Participant deferral / active EE | $7,888 | $4,699+67.9% | $4,085+93.1% | $6,396+23.3% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |