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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 | $161,352+71.9% | $134,172+106.7% | $137,256+102.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 12.27% | 28.72%-16.4pp | 25.30%-13.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $150 | $4,099-96.3% | $3,420-95.6% | $4,156-96.4% |
| Participant deferral / active EE | $3,833 | $5,552-31.0% | $4,690-18.3% | $6,407-40.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |