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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 | $662,774 | $211,239+213.8% | $178,528+271.2% | $145,877+354.3% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 27.86% | 30.22%-2.4pp | 27.11%+0.8pp | 551.28%-523.4pp |
| Employer contribution / active EE | $405 | $4,570-91.1% | $3,950-89.8% | $4,663-91.3% |
| Participant deferral / active EE | $3,186 | $6,963-54.2% | $6,278-49.3% | $6,691-52.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |