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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 | $268,794 | $167,522+60.5% | $151,639+77.3% | $134,532+99.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -16.93% | 7.81%-24.7pp | 3.34%-20.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,000 | $8,986+44.7% | $8,363+55.4% | $6,401+103.1% |
| Admin fee / account holder | $25 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |