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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 | $336,114 | $110,379+204.5% | $102,412+228.2% | $145,884+130.4% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | 14.21% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $416 | $4,216-90.1% | $3,870-89.3% | $4,662-91.1% |
| Participant deferral / active EE | $3,389 | $5,622-39.7% | $5,060-33.0% | $6,690-49.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |