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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 | $284,683 | $99,345+186.6% | $84,753+235.9% | $273,972+3.9% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 3.85% | 22.93%-19.1pp | 22.78%-18.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $534 | $4,214-87.3% | $3,574-85.1% | $4,869-89.0% |
| Participant deferral / active EE | $3,692 | $4,270-13.5% | $3,712-0.5% | $5,287-30.2% |
| Admin fee / account holder | $48 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |