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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 | $332,666 | $182,442+82.3% | $163,379+103.6% | $138,895+139.5% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 16.54% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,726 | $6,817-74.7% | $6,282-72.5% | $6,396-73.0% |
| Admin fee / account holder | $20 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |