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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 | $74,535+328.1% | $100,712+216.8% | $82,637+286.1% |
| Participation rate | 6.3% | 61.2%-54.8pp | 69.3%-62.9pp | 68.1%-61.7pp |
| Annual return | 14.89% | 18.92%-4.0pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $117 | $1,503-92.2% | $2,313-94.9% | $2,552-95.4% |
| Participant deferral / active EE | $1,684 | $3,074-45.2% | $4,085-58.8% | $4,126-59.2% |
| Admin fee / account holder | $245 | $6,576-96.3% | $9,256-97.4% | $7,339-96.7% |