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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 | $589,166 | $77,638+658.9% | $156,551+276.3% | $62,881+837.0% |
| Participation rate | 8.3% | 71.2%-62.9pp | 84.0%-75.7pp | 69.3%-61.0pp |
| Annual return | 40.02% | 50.33%-10.3pp | 32.23%+7.8pp | 20.14%+19.9pp |
| Employer contribution / active EE | $131 | $3,444-96.2% | $5,501-97.6% | $2,281-94.2% |
| Participant deferral / active EE | $1,024 | $3,046-66.4% | $4,871-79.0% | $3,203-68.0% |
| Admin fee / account holder | $109 | $5,561-98.0% | $13,028-99.2% | $4,296-97.5% |