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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 | $450,459 | $201,372+123.7% | $184,260+144.5% | $145,884+208.8% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 22.03% | 29.04%-7.0pp | 28.84%-6.8pp | 551.85%-529.8pp |
| Employer contribution / active EE | $689 | $7,024-90.2% | $6,427-89.3% | $4,662-85.2% |
| Participant deferral / active EE | $3,445 | $9,808-64.9% | $9,133-62.3% | $6,690-48.5% |
| Admin fee / account holder | $120 | $16,362-99.3% | $13,898-99.1% | $13,392-99.1% |