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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 | $265,046 | $217,432+21.9% | $185,851+42.6% | $167,553+58.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.12% | 148.43%-137.3pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $823 | $5,874-86.0% | $5,168-84.1% | $4,840-83.0% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $129 | $19,820-99.4% | $16,245-99.2% | $12,316-99.0% |