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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 | $823,830 | $129,737+535.0% | $119,126+591.6% | $154,746+432.4% |
| Participation rate | 11.1% | 78.9%-67.7pp | 75.8%-64.6pp | 80.7%-69.6pp |
| Annual return | 18.59% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $400 | $4,375-90.9% | $4,034-90.1% | $4,379-90.9% |
| Participant deferral / active EE | $1,931 | $5,842-67.0% | $5,318-63.7% | $6,730-71.3% |
| Admin fee / account holder | $75 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |