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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 | $389,913 | $154,228+152.8% | $145,433+168.1% | $137,256+184.1% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 80.0%-67.5pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $488 | $4,804-89.9% | $4,554-89.3% | $4,156-88.3% |
| Participant deferral / active EE | $3,875 | $8,216-52.8% | $7,897-50.9% | $6,407-39.5% |
| Admin fee / account holder | $170 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |