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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 | $867,139 | $135,905+538.0% | $126,068+587.8% | $198,609+336.6% |
| Participation rate | 15.4% | 85.6%-70.3pp | 84.7%-69.3pp | 82.4%-67.0pp |
| Annual return | 10.48% | 14.07%-3.6pp | 15.01%-4.5pp | 202.70%-192.2pp |
| Employer contribution / active EE | $313 | $4,245-92.6% | $3,968-92.1% | $5,055-93.8% |
| Participant deferral / active EE | $3,758 | $8,523-55.9% | $8,214-54.3% | $6,977-46.1% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |