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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 | $342,912 | $166,089+106.5% | $164,928+107.9% | $145,978+134.9% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.6%-55.1pp | 80.3%-56.8pp |
| Annual return | 24.64% | 100.26%-75.6pp | 70.08%-45.4pp | 550.52%-525.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,064 | $6,961-41.6% | $6,034-32.6% | $6,690-39.2% |
| Admin fee / account holder | $50 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |