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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 | $354,282 | $209,425+69.2% | $178,499+98.5% | $158,966+122.9% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 12.51% | 188.80%-176.3pp | 151.10%-138.6pp | 302.95%-290.4pp |
| Employer contribution / active EE | $833 | $5,707-85.4% | $5,011-83.4% | $4,762-82.5% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |