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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 | $1,179,119 | $81,233+1351.5% | $155,567+657.9% | $80,874+1358.0% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-60.0pp |
| Annual return | 13.38% | 33.33%-19.9pp | 64.74%-51.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,091 | $3,452-68.4% | $5,628-80.6% | $4,297-74.6% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |