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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 | $442,287 | $100,792+338.8% | $86,691+410.2% | $134,509+228.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -7.15% | 29.08%-36.2pp | 35.94%-43.1pp | 418.13%-425.3pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,354 | $5,339+150.1% | $4,656+186.8% | $6,400+108.6% |
| Admin fee / account holder | $40 | $10,924-99.6% | $7,492-99.5% | $11,427-99.6% |