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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 | $256,122 | $165,381+54.9% | $149,730+71.1% | $158,966+61.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 19.20% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.7pp |
| Employer contribution / active EE | $333 | $5,104-93.5% | $4,645-92.8% | $4,762-93.0% |
| Participant deferral / active EE | $6,500 | $7,182-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |