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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 | $279,098 | $138,312+101.8% | $122,979+126.9% | $155,188+79.8% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 16.23% | 22.06%-5.8pp | 20.12%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $631 | $3,530-82.1% | $3,062-79.4% | $4,248-85.1% |
| Participant deferral / active EE | $3,663 | $5,592-34.5% | $5,003-26.8% | $6,531-43.9% |
| Admin fee / account holder | $20 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |