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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 | $1,119,985 | $201,344+456.3% | $184,243+507.9% | $145,877+667.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.76% | 29.01%-5.3pp | 28.82%-5.1pp | 551.28%-527.5pp |
| Employer contribution / active EE | $1,019 | $7,022-85.5% | $6,427-84.1% | $4,663-78.1% |
| Participant deferral / active EE | $15,875 | $9,807+61.9% | $9,132+73.8% | $6,691+137.3% |
| Admin fee / account holder | $120 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |