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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 | $409,039 | $110,379+270.6% | $102,412+299.4% | $145,884+180.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 18.57% | 24.84%-6.3pp | 24.94%-6.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $586 | $4,216-86.1% | $3,870-84.8% | $4,662-87.4% |
| Participant deferral / active EE | $1,658 | $5,622-70.5% | $5,060-67.2% | $6,690-75.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |