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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 | $81,457+805.1% | $103,378+613.2% | $80,911+811.2% |
| Participation rate | 7.4% | 66.8%-59.4pp | 74.5%-67.1pp | 67.6%-60.2pp |
| Annual return | 16.07% | 25.58%-9.5pp | 24.91%-8.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $377 | $3,107-87.9% | $3,870-90.3% | $2,756-86.3% |
| Participant deferral / active EE | $2,324 | $3,871-40.0% | $5,058-54.1% | $4,297-45.9% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |