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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 | $585,802 | $99,053+491.4% | $88,179+564.3% | $138,895+321.8% |
| Participation rate | 14.3% | 74.2%-60.0pp | 69.1%-54.9pp | 79.9%-65.6pp |
| Annual return | 20.49% | 78.17%-57.7pp | 64.97%-44.5pp | 145.39%-124.9pp |
| Employer contribution / active EE | $217 | $2,882-92.5% | $2,549-91.5% | $4,194-94.8% |
| Participant deferral / active EE | $1,857 | $5,225-64.5% | $4,614-59.7% | $6,396-71.0% |
| Admin fee / account holder | $10 | $8,748-99.9% | $7,673-99.9% | $12,562-99.9% |