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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 | $185,312+92.0% | $161,489+120.3% | $154,746+129.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 17.30% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $200 | $4,769-95.8% | $4,268-95.3% | $4,379-95.4% |
| Participant deferral / active EE | $4,571 | $6,350-28.0% | $5,630-18.8% | $6,730-32.1% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |