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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 | $279,491 | $183,539+52.3% | $155,556+79.7% | $145,897+91.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 16.88% | 61.31%-44.4pp | 64.84%-48.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $665 | $5,315-87.5% | $4,675-85.8% | $4,663-85.7% |
| Participant deferral / active EE | $2,865 | $6,467-55.7% | $5,631-49.1% | $6,689-57.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |