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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 | $355,778 | $172,111+106.7% | $150,298+136.7% | $137,256+159.2% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 17.30% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $200 | $4,636-95.7% | $4,154-95.2% | $4,156-95.2% |
| Participant deferral / active EE | $4,571 | $6,166-25.9% | $5,453-16.2% | $6,407-28.6% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |