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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 | $270,771 | $201,372+34.5% | $184,260+47.0% | $145,884+85.6% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 12.90% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,141 | $7,024-83.8% | $6,427-82.3% | $4,662-75.5% |
| Participant deferral / active EE | $9,298 | $9,808-5.2% | $9,133+1.8% | $6,690+39.0% |
| Admin fee / account holder | $24 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |