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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 | $277,456 | $196,972+40.9% | $182,262+52.2% | $198,609+39.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 14.47% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,582 | $8,643-12.3% | $8,276-8.4% | $6,977+8.7% |
| Admin fee / account holder | $60 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |