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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 | $110,337+178.9% | $102,383+200.6% | $145,877+111.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.39% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $433 | $4,216-89.7% | $3,870-88.8% | $4,663-90.7% |
| Participant deferral / active EE | $7,500 | $5,621+33.4% | $5,060+48.2% | $6,691+12.1% |
| Admin fee / account holder | $60 | $9,750-99.4% | $8,391-99.3% | $13,402-99.6% |