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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 | $362,766 | $228,395+58.8% | $185,861+95.2% | $158,982+128.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 30.03% | 40.82%-10.8pp | 35.96%-5.9pp | 302.99%-273.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,073 | $6,417+134.9% | $5,634+167.5% | $5,983+151.9% |
| Admin fee / account holder | $30 | $11,869-99.7% | $9,503-99.7% | $11,252-99.7% |