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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 | $437,244 | $162,136+169.7% | $152,301+187.1% | $154,746+182.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.21% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,600 | $8,341+51.1% | $8,004+57.4% | $6,730+87.2% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |