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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 | $299,927 | $117,846+154.5% | $102,434+192.8% | $145,884+105.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.84% | 31.90%-11.1pp | 29.46%-8.6pp | 551.85%-531.0pp |
| Employer contribution / active EE | $667 | $3,615-81.6% | $3,023-77.9% | $4,662-85.7% |
| Participant deferral / active EE | $6,081 | $5,733+6.1% | $5,055+20.3% | $6,690-9.1% |
| Admin fee / account holder | $236 | $13,356-98.2% | $9,462-97.5% | $13,392-98.2% |