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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 | $288,620 | $105,960+172.4% | $81,726+253.2% | $158,982+81.5% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.0%-17.5pp | 82.0%-27.4pp |
| Annual return | 16.67% | 38.19%-21.5pp | 29.49%-12.8pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,611 | $13,011-64.6% | $7,108-35.1% | $5,983-22.9% |
| Admin fee / account holder | $4 | $8,494-99.9% | $5,160-99.9% | $11,252-100.0% |