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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 | $398,550 | $185,883+114.4% | $170,043+134.4% | $139,466+185.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 12.44% | 60.54%-48.1pp | 53.40%-41.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,967 | $11,626-22.9% | $10,410-13.9% | $6,712+33.6% |
| Admin fee / account holder | $60 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |