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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 | $1,242,305 | $196,972+530.7% | $182,262+581.6% | $198,609+525.5% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 14.86% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,202 | $5,364-77.6% | $5,046-76.2% | $5,055-76.2% |
| Participant deferral / active EE | $17,375 | $8,643+101.0% | $8,276+109.9% | $6,977+149.0% |
| Admin fee / account holder | $30 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |