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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 | $313,080 | $172,111+81.9% | $150,298+108.3% | $137,256+128.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.17% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $764 | $4,636-83.5% | $4,154-81.6% | $4,156-81.6% |
| Participant deferral / active EE | $16,175 | $6,166+162.3% | $5,453+196.6% | $6,407+152.5% |
| Admin fee / account holder | $60 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |