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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 | $184,014+57.8% | $161,149+80.2% | $138,895+109.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 10.13% | 21.52%-11.4pp | 21.16%-11.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $547 | $5,055-89.2% | $4,360-87.5% | $4,194-87.0% |
| Participant deferral / active EE | $4,688 | $6,909-32.2% | $6,153-23.8% | $6,396-26.7% |
| Admin fee / account holder | $7 | $18,027-100.0% | $15,194-100.0% | $12,562-99.9% |