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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 | $397,017 | $167,352+137.2% | $143,788+176.1% | $134,509+195.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 2.18% | 0.47%+1.7pp | -0.03%+2.2pp | 418.13%-416.0pp |
| Employer contribution / active EE | $407 | $5,620-92.8% | $4,952-91.8% | $4,741-91.4% |
| Participant deferral / active EE | $8,660 | $6,447+34.3% | $5,638+53.6% | $6,400+35.3% |
| Admin fee / account holder | $4 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |