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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 | $250,412 | $209,336+19.6% | $197,124+27.0% | $137,256+82.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.81% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,181 | $6,591-82.1% | $6,227-81.0% | $4,156-71.6% |
| Participant deferral / active EE | $5,295 | $9,614-44.9% | $9,135-42.0% | $6,407-17.4% |
| Admin fee / account holder | $91 | $17,308-99.5% | $16,298-99.4% | $12,270-99.3% |