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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 | $199,109+141.4% | $173,730+176.6% | $154,746+210.6% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.6%-65.3pp | 80.7%-66.4pp |
| Annual return | 14.97% | 20.02%-5.0pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $363 | $5,311-93.2% | $4,577-92.1% | $4,379-91.7% |
| Participant deferral / active EE | $2,271 | $7,113-68.1% | $6,326-64.1% | $6,730-66.3% |
| Admin fee / account holder | $120 | $20,916-99.4% | $17,523-99.3% | $14,365-99.2% |