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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 | $258,228 | $185,883+38.9% | $170,043+51.9% | $139,466+85.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 34.28% | 60.54%-26.3pp | 53.40%-19.1pp | 373.66%-339.4pp |
| Employer contribution / active EE | $1,222 | $7,596-83.9% | $6,790-82.0% | $4,754-74.3% |
| Participant deferral / active EE | $10,783 | $11,626-7.3% | $10,410+3.6% | $6,712+60.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |