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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 | $313,406 | $135,956+130.5% | $123,894+153.0% | $273,972+14.4% |
| Participation rate | 18.2% | 84.1%-65.9pp | 81.4%-63.2pp | 83.0%-64.8pp |
| Annual return | 5.22% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $657 | $5,170-87.3% | $4,617-85.8% | $4,869-86.5% |
| Participant deferral / active EE | $3,273 | $6,343-48.4% | $5,984-45.3% | $5,287-38.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |