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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 | $227,399+56.5% | $189,758+87.5% | $198,609+79.1% |
| Participation rate | 28.6% | 84.0%-55.4pp | 79.8%-51.2pp | 82.4%-53.8pp |
| Annual return | 17.30% | 61.03%-43.7pp | 52.62%-35.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $200 | $5,526-96.4% | $4,767-95.8% | $5,055-96.0% |
| Participant deferral / active EE | $4,571 | $6,837-33.1% | $5,856-21.9% | $6,977-34.5% |
| Admin fee / account holder | $60 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |