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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 | $336,951 | $85,024+296.3% | $70,544+377.6% | $139,466+141.6% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.4%-58.4pp | 80.3%-70.3pp |
| Annual return | 61.59% | 30.39%+31.2pp | 32.79%+28.8pp | 373.66%-312.1pp |
| Employer contribution / active EE | $133 | $3,912-96.6% | $2,976-95.5% | $4,754-97.2% |
| Participant deferral / active EE | $3,000 | $5,891-49.1% | $4,568-34.3% | $6,712-55.3% |
| Admin fee / account holder | $60 | $8,928-99.3% | $6,427-99.1% | $11,409-99.5% |