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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 | $433,919 | $69,248+526.6% | $64,101+576.9% | $139,466+211.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 28.64% | 45.95%-17.3pp | 33.72%-5.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,315 | $4,682-71.9% | $3,881-66.1% | $6,712-80.4% |
| Admin fee / account holder | $68 | $4,247-98.4% | $3,070-97.8% | $11,409-99.4% |