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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 | $266,606 | $165,361+61.2% | $149,715+78.1% | $158,950+67.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.54% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $697 | $5,103-86.3% | $4,645-85.0% | $4,762-85.4% |
| Participant deferral / active EE | $2,789 | $7,182-61.2% | $6,842-59.2% | $5,983-53.4% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |