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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 | $184,014+50.1% | $161,149+71.4% | $138,895+98.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.68% | 21.52%-6.8pp | 21.16%-6.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $440 | $5,055-91.3% | $4,360-89.9% | $4,194-89.5% |
| Participant deferral / active EE | $2,166 | $6,909-68.7% | $6,153-64.8% | $6,396-66.1% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |