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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 | $265,917 | $108,212+145.7% | $77,513+243.1% | $158,966+67.3% |
| Participation rate | 15.4% | 64.4%-49.0pp | 54.2%-38.8pp | 82.0%-66.6pp |
| Annual return | 21.16% | 31.67%-10.5pp | 54.81%-33.6pp | 302.95%-281.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,533 | $2,455-37.6% | $1,861-17.6% | $5,983-74.4% |
| Admin fee / account holder | $30 | $3,709-99.2% | $2,859-99.0% | $11,250-99.7% |