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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 | $276,236 | $178,174+55.0% | $156,181+76.9% | $137,256+101.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.68% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $440 | $4,972-91.1% | $4,294-89.8% | $4,156-89.4% |
| Participant deferral / active EE | $2,166 | $6,888-68.6% | $6,132-64.7% | $6,407-66.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |