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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 | $578,704 | $114,119+407.1% | $107,187+439.9% | $138,895+316.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 12.58% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $667 | $4,059-83.6% | $3,782-82.4% | $4,194-84.1% |
| Participant deferral / active EE | $10,333 | $5,538+86.6% | $5,096+102.8% | $6,396+61.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |