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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 | $212,386+17.9% | $199,883+25.3% | $138,895+80.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 14.81% | 47.75%-32.9pp | 43.81%-29.0pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,181 | $6,625-82.2% | $6,261-81.1% | $4,194-71.8% |
| Participant deferral / active EE | $5,295 | $9,617-44.9% | $9,138-42.1% | $6,396-17.2% |
| Admin fee / account holder | $91 | $18,233-99.5% | $17,268-99.5% | $12,562-99.3% |