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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 | $514,170 | $167,504+207.0% | $151,628+239.1% | $134,509+282.3% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -10.51% | 7.81%-18.3pp | 3.34%-13.8pp | 418.13%-428.6pp |
| Employer contribution / active EE | $267 | $6,828-96.1% | $6,165-95.7% | $4,741-94.4% |
| Participant deferral / active EE | $6,667 | $8,985-25.8% | $8,363-20.3% | $6,400+4.2% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |