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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 | $327,074 | $223,823+46.1% | $211,142+54.9% | $154,746+111.4% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 13.49% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,345 | $6,787-80.2% | $6,442-79.1% | $4,379-69.3% |
| Participant deferral / active EE | $11,010 | $9,750+12.9% | $9,284+18.6% | $6,730+63.6% |
| Admin fee / account holder | $24 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |