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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 | $172,111+251.0% | $150,298+301.9% | $137,256+340.1% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 18.63% | 69.37%-50.7pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $199 | $4,636-95.7% | $4,154-95.2% | $4,156-95.2% |
| Participant deferral / active EE | $2,491 | $6,166-59.6% | $5,453-54.3% | $6,407-61.1% |
| Admin fee / account holder | $120 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |