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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 | $361,756 | $148,623+143.4% | $135,974+166.0% | $139,466+159.4% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 19.73% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,059 | $8,103-25.2% | $7,760-21.9% | $6,712-9.7% |
| Admin fee / account holder | $276 | $12,406-97.8% | $10,767-97.4% | $11,409-97.6% |