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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 | $296,231 | $87,166+239.8% | $76,735+286.0% | $137,256+115.8% |
| Participation rate | 10.5% | 74.4%-63.8pp | 69.5%-59.0pp | 80.0%-69.4pp |
| Annual return | 20.41% | 26.50%-6.1pp | 29.77%-9.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,480 | $4,726-68.7% | $4,088-63.8% | $6,407-76.9% |
| Admin fee / account holder | $60 | $8,403-99.3% | $7,189-99.2% | $12,270-99.5% |