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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 | $201,370+456.2% | $184,256+507.8% | $145,897+667.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.76% | 29.05%-5.3pp | 28.85%-5.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $1,019 | $7,024-85.5% | $6,427-84.1% | $4,663-78.1% |
| Participant deferral / active EE | $15,875 | $9,808+61.9% | $9,133+73.8% | $6,689+137.3% |
| Admin fee / account holder | $120 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |