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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 | $285,043 | $75,541+277.3% | $152,093+87.4% | $82,637+244.9% |
| Participation rate | 2.6% | 66.5%-64.0pp | 77.8%-75.2pp | 68.1%-65.5pp |
| Annual return | 17.20% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $878 | $3,206-72.6% | $5,451-83.9% | $4,126-78.7% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |