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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 | $266,641 | $129,959+105.2% | $104,301+155.6% | $134,532+98.2% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -16.42% | 42.04%-58.5pp | 24.61%-41.0pp | 418.27%-434.7pp |
| Employer contribution / active EE | $229 | $4,185-94.5% | $3,373-93.2% | $4,741-95.2% |
| Participant deferral / active EE | $5,938 | $5,589+6.2% | $4,626+28.4% | $6,401-7.2% |
| Admin fee / account holder | $229 | $9,325-97.5% | $7,340-96.9% | $11,429-98.0% |