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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 | $319,068 | $77,574+311.3% | $108,753+193.4% | $86,983+266.8% |
| Participation rate | 6.3% | 62.3%-55.9pp | 71.1%-64.7pp | 69.5%-63.2pp |
| Annual return | 14.89% | 18.42%-3.5pp | 37.47%-22.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $117 | $1,611-92.7% | $2,427-95.2% | $2,584-95.5% |
| Participant deferral / active EE | $1,684 | $3,128-46.2% | $4,115-59.1% | $4,194-59.9% |
| Admin fee / account holder | $245 | $6,529-96.2% | $10,320-97.6% | $7,856-96.9% |