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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 | $322,599 | $209,336+54.1% | $197,124+63.7% | $137,256+135.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.29% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $9,614+61.2% | $9,135+69.7% | $6,407+141.9% |
| Admin fee / account holder | $120 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |