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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 | $737,290 | $81,504+804.6% | $102,437+619.7% | $80,959+810.7% |
| Participation rate | 7.4% | 66.9%-59.4pp | 74.5%-67.1pp | 67.7%-60.3pp |
| Annual return | 16.07% | 25.60%-9.5pp | 24.95%-8.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $377 | $3,104-87.8% | $3,871-90.3% | $2,757-86.3% |
| Participant deferral / active EE | $2,324 | $3,871-40.0% | $5,060-54.1% | $4,300-46.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |