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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 | $174,379+124.7% | $152,093+157.6% | $138,895+182.1% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 11.54% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $571 | $4,652-87.7% | $4,175-86.3% | $4,194-86.4% |
| Participant deferral / active EE | $3,252 | $6,159-47.2% | $5,451-40.3% | $6,396-49.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |