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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 | $277,370 | $177,156+56.6% | $147,027+88.7% | $154,746+79.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 12.27% | 21.94%-9.7pp | 20.23%-8.0pp | 172.34%-160.1pp |
| Employer contribution / active EE | $150 | $4,336-96.5% | $3,626-95.9% | $4,379-96.6% |
| Participant deferral / active EE | $3,833 | $5,797-33.9% | $4,933-22.3% | $6,730-43.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |