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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 | $431,952 | $114,119+278.5% | $107,187+303.0% | $138,895+211.0% |
| Participation rate | 11.1% | 78.1%-67.0pp | 75.0%-63.9pp | 79.9%-68.8pp |
| Annual return | 18.15% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $427 | $4,059-89.5% | $3,782-88.7% | $4,194-89.8% |
| Participant deferral / active EE | $3,444 | $5,538-37.8% | $5,096-32.4% | $6,396-46.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |