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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 | $279,999 | $106,588+162.7% | $94,215+197.2% | $155,188+80.4% |
| Participation rate | 8.3% | 74.3%-65.9pp | 70.0%-61.6pp | 80.8%-72.5pp |
| Annual return | 20.06% | 29.39%-9.3pp | 28.22%-8.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $220 | $3,080-92.9% | $2,675-91.8% | $4,248-94.8% |
| Participant deferral / active EE | $1,967 | $4,802-59.0% | $4,276-54.0% | $6,531-69.9% |
| Admin fee / account holder | $120 | $12,281-99.0% | $10,216-98.8% | $14,480-99.2% |