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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 | $563,402 | $129,737+334.3% | $119,126+372.9% | $154,746+264.1% |
| Participation rate | 23.1% | 78.9%-55.8pp | 75.8%-52.7pp | 80.7%-57.6pp |
| Annual return | 11.17% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $792 | $4,375-81.9% | $4,034-80.4% | $4,379-81.9% |
| Participant deferral / active EE | $4,580 | $5,842-21.6% | $5,318-13.9% | $6,730-31.9% |
| Admin fee / account holder | $266 | $11,961-97.8% | $10,693-97.5% | $14,365-98.1% |