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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 | $354,999 | $148,582+138.9% | $135,942+161.1% | $139,456+154.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 19.74% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $675 | $5,245-87.1% | $4,858-86.1% | $4,753-85.8% |
| Participant deferral / active EE | $3,925 | $8,101-51.6% | $7,759-49.4% | $6,711-41.5% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |