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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 | $357,486 | $160,028+123.4% | $147,080+143.1% | $145,884+145.0% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $582 | $5,286-89.0% | $4,933-88.2% | $4,662-87.5% |
| Participant deferral / active EE | $3,786 | $8,422-55.0% | $8,066-53.1% | $6,690-43.4% |
| Admin fee / account holder | $120 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |