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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 | $462,529 | $81,358+468.5% | $155,556+197.3% | $80,959+471.3% |
| Participation rate | 3.6% | 66.3%-62.7pp | 78.2%-74.7pp | 67.7%-64.1pp |
| Annual return | 13.03% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $198 | $3,106-93.6% | $4,675-95.8% | $2,757-92.8% |
| Participant deferral / active EE | $1,122 | $3,455-67.5% | $5,631-80.1% | $4,300-73.9% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |