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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 | $443,256 | $72,071+515.0% | $68,368+548.3% | $137,256+222.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 15.52% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $260 | $2,788-90.7% | $2,649-90.2% | $4,156-93.7% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |