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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 | $270,211 | $135,956+98.7% | $123,894+118.1% | $273,972-1.4% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 4.66% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $8 | $5,170-99.9% | $4,617-99.8% | $4,869-99.8% |
| Participant deferral / active EE | $7,188 | $6,343+13.3% | $5,984+20.1% | $5,287+36.0% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |