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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 | $259,723 | $212,386+22.3% | $199,883+29.9% | $138,895+87.0% |
| Participation rate | 53.8% | 87.4%-33.5pp | 86.8%-32.9pp | 79.9%-26.1pp |
| Annual return | 18.55% | 47.75%-29.2pp | 43.81%-25.3pp | 145.39%-126.8pp |
| Employer contribution / active EE | $532 | $6,625-92.0% | $6,261-91.5% | $4,194-87.3% |
| Participant deferral / active EE | $12,961 | $9,617+34.8% | $9,138+41.8% | $6,396+102.6% |
| Admin fee / account holder | $15 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |