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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 | $535,199 | $184,014+190.8% | $161,149+232.1% | $138,895+285.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 18.12% | 21.52%-3.4pp | 21.16%-3.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $449 | $5,055-91.1% | $4,360-89.7% | $4,194-89.3% |
| Participant deferral / active EE | $5,756 | $6,909-16.7% | $6,153-6.4% | $6,396-10.0% |
| Admin fee / account holder | $30 | $18,027-99.8% | $15,194-99.8% | $12,562-99.8% |