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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 | $470,249 | $142,426+230.2% | $115,167+308.3% | $152,909+207.5% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.5%-57.5pp |
| Annual return | 17.81% | 41.48%-23.7pp | 35.60%-17.8pp | 345.46%-327.7pp |
| Employer contribution / active EE | $650 | $4,011-83.8% | $3,179-79.6% | $4,764-86.4% |
| Participant deferral / active EE | $5,859 | $5,165+13.5% | $4,169+40.6% | $5,851+0.1% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |