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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 | $88,996+232.9% | $78,004+279.8% | $138,895+113.3% |
| Participation rate | 10.5% | 74.4%-63.8pp | 69.4%-58.9pp | 79.9%-69.4pp |
| Annual return | 20.41% | 28.03%-7.6pp | 31.07%-10.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,480 | $4,724-68.7% | $4,092-63.8% | $6,396-76.9% |
| Admin fee / account holder | $60 | $8,807-99.3% | $7,578-99.2% | $12,562-99.5% |