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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 | $397,191 | $181,896+118.4% | $156,551+153.7% | $273,972+45.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $995 | $6,248-84.1% | $5,501-81.9% | $4,869-79.6% |
| Participant deferral / active EE | $4,303 | $5,550-22.5% | $4,871-11.7% | $5,287-18.6% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |