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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 | $255,174 | $172,111+48.3% | $150,298+69.8% | $137,256+85.9% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 20.35% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $537 | $4,636-88.4% | $4,154-87.1% | $4,156-87.1% |
| Participant deferral / active EE | $4,484 | $6,166-27.3% | $5,453-17.8% | $6,407-30.0% |
| Admin fee / account holder | $26 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |