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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 | $344,939 | $106,588+223.6% | $94,215+266.1% | $155,188+122.3% |
| Participation rate | 14.3% | 74.3%-60.0pp | 70.0%-55.7pp | 80.8%-66.5pp |
| Annual return | 15.95% | 29.39%-13.4pp | 28.22%-12.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $179 | $3,080-94.2% | $2,675-93.3% | $4,248-95.8% |
| Participant deferral / active EE | $2,214 | $4,802-53.9% | $4,276-48.2% | $6,531-66.1% |
| Admin fee / account holder | $60 | $12,281-99.5% | $10,216-99.4% | $14,480-99.6% |