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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 | $287,474 | $110,410+160.4% | $102,437+180.6% | $145,897+97.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.66% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $728 | $4,217-82.7% | $3,871-81.2% | $4,663-84.4% |
| Participant deferral / active EE | $11,500 | $5,622+104.6% | $5,060+127.3% | $6,689+71.9% |
| Admin fee / account holder | $264 | $9,745-97.3% | $8,388-96.9% | $13,390-98.0% |