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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 | $213,785+150.3% | $185,441+188.6% | $155,188+244.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 18.12% | 19.97%-1.8pp | 20.16%-2.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $449 | $5,393-91.7% | $4,672-90.4% | $4,248-89.4% |
| Participant deferral / active EE | $5,756 | $6,864-16.1% | $6,152-6.4% | $6,531-11.9% |
| Admin fee / account holder | $30 | $21,134-99.9% | $17,890-99.8% | $14,480-99.8% |