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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 | $265,309 | $174,379+52.1% | $152,093+74.4% | $138,895+91.0% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 19.21% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $788 | $4,652-83.1% | $4,175-81.1% | $4,194-81.2% |
| Participant deferral / active EE | $5,364 | $6,159-12.9% | $5,451-1.6% | $6,396-16.1% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |