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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 | $395,649 | $95,895+312.6% | $79,576+397.2% | $134,509+194.1% |
| Participation rate | 35.0% | 75.0%-40.0pp | 69.5%-34.5pp | 81.2%-46.2pp |
| Annual return | -14.60% | -2.72%-11.9pp | 0.15%-14.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $444 | $3,128-85.8% | $2,413-81.6% | $4,741-90.6% |
| Participant deferral / active EE | $3,438 | $4,693-26.7% | $3,985-13.7% | $6,400-46.3% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |