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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 | $290,448 | $199,109+45.9% | $173,730+67.2% | $154,746+87.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 10.13% | 20.02%-9.9pp | 19.96%-9.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $547 | $5,311-89.7% | $4,577-88.1% | $4,379-87.5% |
| Participant deferral / active EE | $4,688 | $7,113-34.1% | $6,326-25.9% | $6,730-30.4% |
| Admin fee / account holder | $7 | $20,916-100.0% | $17,523-100.0% | $14,365-99.9% |