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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 | $309,826 | $162,812+90.3% | $133,971+131.3% | $158,966+94.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 20.28% | 41.94%-21.7pp | 45.09%-24.8pp | 302.95%-282.7pp |
| Employer contribution / active EE | $669 | $4,976-86.5% | $3,919-82.9% | $4,762-85.9% |
| Participant deferral / active EE | $6,242 | $5,910+5.6% | $5,047+23.7% | $5,983+4.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |