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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 | $406,232 | $111,535+264.2% | $105,223+286.1% | $137,256+196.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 17.02% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $224 | $3,939-94.3% | $3,689-93.9% | $4,156-94.6% |
| Participant deferral / active EE | $5,550 | $5,500+0.9% | $5,072+9.4% | $6,407-13.4% |
| Admin fee / account holder | $60 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |