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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 | $292,627 | $60,442+384.1% | $96,754+202.4% | $87,485+234.5% |
| Participation rate | 8.3% | 58.7%-50.4pp | 70.3%-61.9pp | 68.9%-60.6pp |
| Annual return | 21.52% | 21.97%-0.4pp | 82.04%-60.5pp | 26.06%-4.5pp |
| Employer contribution / active EE | $89 | $1,691-94.7% | $2,679-96.7% | $2,596-96.6% |
| Participant deferral / active EE | $1,128 | $3,280-65.6% | $4,758-76.3% | $4,274-73.6% |
| Admin fee / account holder | $63 | $5,069-98.8% | $8,905-99.3% | $7,775-99.2% |