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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 | $433,227 | $117,846+267.6% | $102,434+322.9% | $145,884+197.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 12.08% | 31.90%-19.8pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $624 | $3,615-82.7% | $3,023-79.4% | $4,662-86.6% |
| Participant deferral / active EE | $2,964 | $5,733-48.3% | $5,055-41.4% | $6,690-55.7% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |