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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 | $520,813 | $201,370+158.6% | $184,256+182.7% | $145,897+257.0% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 12.82% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $864 | $7,024-87.7% | $6,427-86.6% | $4,663-81.5% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,689-10.3% |
| Admin fee / account holder | $293 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |