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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 | $501,668 | $154,228+225.3% | $145,433+244.9% | $137,256+265.5% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $679 | $4,804-85.9% | $4,554-85.1% | $4,156-83.7% |
| Participant deferral / active EE | $4,593 | $8,216-44.1% | $7,897-41.8% | $6,407-28.3% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |