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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 | $314,478 | $178,174+76.5% | $156,181+101.4% | $137,256+129.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 21.64% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $497 | $4,972-90.0% | $4,294-88.4% | $4,156-88.0% |
| Participant deferral / active EE | $2,857 | $6,888-58.5% | $6,132-53.4% | $6,407-55.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |