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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 | $725,716 | $154,228+370.5% | $145,433+399.0% | $137,256+428.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $800 | $4,804-83.3% | $4,554-82.4% | $4,156-80.8% |
| Participant deferral / active EE | $17,833 | $8,216+117.0% | $7,897+125.8% | $6,407+178.4% |
| Admin fee / account holder | $199 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |