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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 | $111,535+638.6% | $105,223+682.9% | $137,256+500.2% |
| Participation rate | 11.1% | 78.1%-67.0pp | 75.0%-63.9pp | 80.0%-68.8pp |
| Annual return | 18.59% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $400 | $3,939-89.8% | $3,689-89.1% | $4,156-90.4% |
| Participant deferral / active EE | $1,931 | $5,500-64.9% | $5,072-61.9% | $6,407-69.9% |
| Admin fee / account holder | $75 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |