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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 | $306,971 | $166,242+84.7% | $165,071+86.0% | $145,884+110.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 30.20% | 100.44%-70.2pp | 70.17%-40.0pp | 551.85%-521.7pp |
| Employer contribution / active EE | $939 | $5,283-82.2% | $4,347-78.4% | $4,662-79.9% |
| Participant deferral / active EE | $6,838 | $6,964-1.8% | $6,035+13.3% | $6,690+2.2% |
| Admin fee / account holder | $40 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |