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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 | $88,996+287.6% | $78,004+342.2% | $138,895+148.3% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.4%-55.2pp | 79.9%-65.6pp |
| Annual return | 15.95% | 28.03%-12.1pp | 31.07%-15.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $179 | $2,917-93.9% | $2,469-92.8% | $4,194-95.7% |
| Participant deferral / active EE | $2,214 | $4,724-53.1% | $4,092-45.9% | $6,396-65.4% |
| Admin fee / account holder | $60 | $8,807-99.3% | $7,578-99.2% | $12,562-99.5% |