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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 | $480,569 | $213,785+124.8% | $185,441+159.1% | $155,188+209.7% |
| Participation rate | 14.3% | 83.2%-68.9pp | 80.3%-66.0pp | 80.8%-66.5pp |
| Annual return | 14.97% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $363 | $5,393-93.3% | $4,672-92.2% | $4,248-91.4% |
| Participant deferral / active EE | $2,271 | $6,864-66.9% | $6,152-63.1% | $6,531-65.2% |
| Admin fee / account holder | $120 | $21,134-99.4% | $17,890-99.3% | $14,480-99.2% |