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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 | $268,577 | $110,410+143.3% | $102,437+162.2% | $145,897+84.1% |
| Participation rate | 6.7% | 77.9%-71.3pp | 74.5%-67.8pp | 80.3%-73.6pp |
| Annual return | 12.04% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $144 | $4,217-96.6% | $3,871-96.3% | $4,663-96.9% |
| Participant deferral / active EE | $1,981 | $5,622-64.8% | $5,060-60.8% | $6,689-70.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |