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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 | $1,242,910 | $223,823+455.3% | $211,142+488.7% | $154,746+703.2% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 40.53% | 50.39%-9.9pp | 46.84%-6.3pp | 172.34%-131.8pp |
| Employer contribution / active EE | $675 | $6,787-90.1% | $6,442-89.5% | $4,379-84.6% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $61 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |