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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 | $323,734 | $114,013+183.9% | $103,693+212.2% | $155,188+108.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 16.69% | 49.31%-32.6pp | 47.61%-30.9pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,250 | $4,970+126.4% | $4,579+145.7% | $6,531+72.3% |
| Admin fee / account holder | $24 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |