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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 | $324,001 | $201,370+60.9% | $184,256+75.8% | $145,897+122.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.81% | 29.05%-10.2pp | 28.85%-10.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,333 | $7,024-81.0% | $6,427-79.3% | $4,663-71.4% |
| Participant deferral / active EE | $10,125 | $9,808+3.2% | $9,133+10.9% | $6,689+51.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |