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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 | $483,468 | $183,516+163.4% | $155,534+210.8% | $145,884+231.4% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 20.82% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,675-78.6% | $4,662-78.6% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,630-33.4% | $6,690-43.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |