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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 | $336,789 | $211,288+59.4% | $178,540+88.6% | $145,884+130.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.24% | 30.27%-17.0pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $517 | $4,574-88.7% | $3,953-86.9% | $4,662-88.9% |
| Participant deferral / active EE | $12,361 | $6,967+77.4% | $6,281+96.8% | $6,690+84.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |