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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 | $280,552 | $227,399+23.4% | $189,758+47.8% | $198,609+41.3% |
| Participation rate | 47.1% | 84.0%-36.9pp | 79.8%-32.7pp | 82.4%-35.3pp |
| Annual return | 23.20% | 61.03%-37.8pp | 52.62%-29.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $1,354 | $5,526-75.5% | $4,767-71.6% | $5,055-73.2% |
| Participant deferral / active EE | $4,926 | $6,837-27.9% | $5,856-15.9% | $6,977-29.4% |
| Admin fee / account holder | $135 | $25,162-99.5% | $20,388-99.3% | $19,030-99.3% |