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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 | $1,540,136 | $134,817+1042.4% | $123,973+1142.3% | $155,188+892.4% |
| Participation rate | 12.5% | 79.4%-66.9pp | 76.7%-64.2pp | 80.8%-68.3pp |
| Annual return | 17.56% | 515.49%-497.9pp | 388.13%-370.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $426 | $4,425-90.4% | $4,126-89.7% | $4,248-90.0% |
| Participant deferral / active EE | $3,954 | $5,706-30.7% | $5,247-24.7% | $6,531-39.5% |
| Admin fee / account holder | $191 | $13,245-98.6% | $11,799-98.4% | $14,480-98.7% |