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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 | $604,099 | $181,062+233.6% | $158,223+281.8% | $155,188+289.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 18.63% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $199 | $4,565-95.6% | $4,109-95.2% | $4,248-95.3% |
| Participant deferral / active EE | $2,491 | $6,134-59.4% | $5,467-54.4% | $6,531-61.9% |
| Admin fee / account holder | $120 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |