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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 | $1,053,382 | $227,399+363.2% | $189,758+455.1% | $198,609+430.4% |
| Participation rate | 22.2% | 84.0%-61.8pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 15.92% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,188 | $5,526-78.5% | $4,767-75.1% | $5,055-76.5% |
| Participant deferral / active EE | $4,126 | $6,837-39.7% | $5,856-29.5% | $6,977-40.9% |
| Admin fee / account holder | $60 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |