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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 | $265,508 | $165,399+60.5% | $149,745+77.3% | $158,982+67.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.70% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $403 | $5,105-92.1% | $4,646-91.3% | $4,763-91.5% |
| Participant deferral / active EE | $6,181 | $7,183-13.9% | $6,843-9.7% | $5,983+3.3% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |