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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 | $355,629 | $91,167+290.1% | $178,498+99.2% | $79,858+345.3% |
| Participation rate | 13.3% | 69.2%-55.9pp | 81.9%-68.6pp | 69.6%-56.3pp |
| Annual return | 26.20% | 24.19%+2.0pp | 151.09%-124.9pp | 31.72%-5.5pp |
| Employer contribution / active EE | $255 | $3,255-92.2% | $5,011-94.9% | $2,471-89.7% |
| Participant deferral / active EE | $1,037 | $3,236-68.0% | $5,202-80.1% | $3,740-72.3% |
| Admin fee / account holder | $27 | $6,747-99.6% | $13,985-99.8% | $5,306-99.5% |