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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 | $201,264+61.0% | $184,185+75.9% | $145,978+122.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.81% | 29.00%-10.2pp | 28.81%-10.0pp | 550.52%-531.7pp |
| Employer contribution / active EE | $1,333 | $7,021-81.0% | $6,426-79.2% | $4,662-71.4% |
| Participant deferral / active EE | $10,125 | $9,806+3.3% | $9,132+10.9% | $6,690+51.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |