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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 | $60,442+868.2% | $96,754+504.8% | $87,485+568.9% |
| Participation rate | 4.0% | 58.7%-54.7pp | 70.3%-66.3pp | 68.9%-64.9pp |
| Annual return | 15.10% | 21.97%-6.9pp | 82.04%-66.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $128 | $1,691-92.4% | $2,679-95.2% | $2,596-95.1% |
| Participant deferral / active EE | $920 | $3,280-72.0% | $4,758-80.7% | $4,274-78.5% |
| Admin fee / account holder | $60 | $5,069-98.8% | $8,905-99.3% | $7,775-99.2% |