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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 | $307,766 | $110,410+178.7% | $102,437+200.4% | $145,897+110.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.39% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $433 | $4,217-89.7% | $3,871-88.8% | $4,663-90.7% |
| Participant deferral / active EE | $7,500 | $5,622+33.4% | $5,060+48.2% | $6,689+12.1% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |