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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 | $970,461 | $102,938+842.8% | $94,105+931.3% | $138,895+598.7% |
| Participation rate | 16.7% | 74.6%-58.0pp | 71.9%-55.3pp | 79.9%-63.3pp |
| Annual return | 17.37% | 250.28%-232.9pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $196 | $2,732-92.8% | $2,504-92.2% | $4,194-95.3% |
| Participant deferral / active EE | $3,917 | $4,196-6.7% | $3,881+0.9% | $6,396-38.8% |
| Admin fee / account holder | $10 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |