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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 | $391,815 | $172,111+127.7% | $150,298+160.7% | $137,256+185.5% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 11.54% | 69.37%-57.8pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $571 | $4,636-87.7% | $4,154-86.2% | $4,156-86.3% |
| Participant deferral / active EE | $3,252 | $6,166-47.3% | $5,453-40.4% | $6,407-49.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |