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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 | $770,320 | $107,733+615.0% | $92,985+728.4% | $154,746+397.8% |
| Participation rate | 12.5% | 74.6%-62.1pp | 69.5%-57.0pp | 80.7%-68.2pp |
| Annual return | 39.60% | 30.39%+9.2pp | 27.99%+11.6pp | 172.34%-132.7pp |
| Employer contribution / active EE | $245 | $3,126-92.2% | $2,662-90.8% | $4,379-94.4% |
| Participant deferral / active EE | $2,102 | $5,053-58.4% | $4,377-52.0% | $6,730-68.8% |
| Admin fee / account holder | $60 | $11,369-99.5% | $9,463-99.4% | $14,365-99.6% |