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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 | $362,325 | $197,625+83.3% | $177,840+103.7% | $158,966+127.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 14.58% | 58.76%-44.2pp | 48.32%-33.7pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,290 | $6,698-80.7% | $5,919-78.2% | $4,762-72.9% |
| Participant deferral / active EE | $7,714 | $8,405-8.2% | $7,7140% | $5,983+28.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |