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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 | $917,596 | $196,972+365.9% | $182,262+403.4% | $198,609+362.0% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 7.89% | 158.27%-150.4pp | 140.60%-132.7pp | 202.70%-194.8pp |
| Employer contribution / active EE | $1,217 | $5,364-77.3% | $5,046-75.9% | $5,055-75.9% |
| Participant deferral / active EE | $9,948 | $8,643+15.1% | $8,276+20.2% | $6,977+42.6% |
| Admin fee / account holder | $120 | $18,429-99.3% | $16,712-99.3% | $19,030-99.4% |