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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 | $269,318 | $153,769+75.1% | $133,975+101.0% | $273,972-1.7% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.1%-67.1pp | 83.0%-63.0pp |
| Annual return | 7.77% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $932 | $6,029-84.5% | $5,211-82.1% | $4,869-80.9% |
| Participant deferral / active EE | $6,780 | $6,958-2.6% | $6,282+7.9% | $5,287+28.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |