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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 | $478,588 | $100,811+374.7% | $86,698+452.0% | $134,545+255.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | 8.09% | 29.11%-21.0pp | 35.96%-27.9pp | 418.37%-410.3pp |
| Employer contribution / active EE | $448 | $3,490-87.2% | $2,837-84.2% | $4,742-90.5% |
| Participant deferral / active EE | $9,371 | $5,339+75.5% | $4,656+101.2% | $6,401+46.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |