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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 | $422,034 | $223,823+88.6% | $211,142+99.9% | $154,746+172.7% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 17.93% | 50.39%-32.5pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,225 | $6,787-81.9% | $6,442-81.0% | $4,379-72.0% |
| Participant deferral / active EE | $8,199 | $9,750-15.9% | $9,284-11.7% | $6,730+21.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |