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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 | $185,312+68.9% | $161,489+93.9% | $154,746+102.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.17% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $764 | $4,769-84.0% | $4,268-82.1% | $4,379-82.6% |
| Participant deferral / active EE | $16,175 | $6,350+154.7% | $5,630+187.3% | $6,730+140.3% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |