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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 | $457,560 | $185,856+146.2% | $170,028+169.1% | $139,456+228.1% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 77.69% | 60.52%+17.2pp | 53.39%+24.3pp | 373.45%-295.8pp |
| Employer contribution / active EE | $413 | $7,593-94.6% | $6,788-93.9% | $4,753-91.3% |
| Participant deferral / active EE | $9,542 | $11,623-17.9% | $10,409-8.3% | $6,711+42.2% |
| Admin fee / account holder | $120 | $15,387-99.2% | $12,820-99.1% | $11,407-98.9% |