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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 | $114,119+1249.6% | $107,187+1336.9% | $138,895+1008.8% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.0%-62.5pp | 79.9%-67.4pp |
| Annual return | 17.56% | 273.21%-255.6pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $426 | $4,059-89.5% | $3,782-88.7% | $4,194-89.9% |
| Participant deferral / active EE | $3,954 | $5,538-28.6% | $5,096-22.4% | $6,396-38.2% |
| Admin fee / account holder | $191 | $10,024-98.1% | $9,162-97.9% | $12,562-98.5% |