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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 | $845,246 | $157,304+437.3% | $141,197+498.6% | $152,909+452.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $667 | $5,263-87.3% | $4,736-85.9% | $4,764-86.0% |
| Participant deferral / active EE | $8,000 | $7,111+12.5% | $6,710+19.2% | $5,851+36.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |