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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 | $265,653 | $126,661+109.7% | $113,397+134.3% | $138,895+91.3% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 15.56% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $459 | $3,456-86.7% | $2,977-84.6% | $4,194-89.1% |
| Participant deferral / active EE | $3,132 | $5,693-45.0% | $5,076-38.3% | $6,396-51.0% |
| Admin fee / account holder | $23 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |