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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 | $899,623 | $88,672+914.5% | $105,223+755.0% | $82,448+991.1% |
| Participation rate | 7.1% | 67.9%-60.8pp | 75.0%-67.9pp | 68.1%-60.9pp |
| Annual return | 16.99% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $420 | $3,048-86.2% | $3,689-88.6% | $2,551-83.5% |
| Participant deferral / active EE | $2,230 | $4,036-44.8% | $5,072-56.0% | $4,139-46.1% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |