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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 | $585,181 | $57,590+916.1% | $86,233+578.6% | $82,448+609.8% |
| Participation rate | 4.0% | 57.9%-53.9pp | 69.0%-65.0pp | 68.1%-64.1pp |
| Annual return | 15.10% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $128 | $1,655-92.3% | $2,504-94.9% | $2,551-95.0% |
| Participant deferral / active EE | $920 | $3,080-70.1% | $4,559-79.8% | $4,139-77.8% |
| Admin fee / account holder | $60 | $4,730-98.7% | $8,342-99.3% | $7,234-99.2% |