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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 | $296,023 | $165,381+79.0% | $149,730+97.7% | $158,966+86.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.47% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.5pp |
| Employer contribution / active EE | $870 | $5,104-83.0% | $4,645-81.3% | $4,762-81.7% |
| Participant deferral / active EE | $3,263 | $7,182-54.6% | $6,843-52.3% | $5,983-45.5% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |