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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 | $548,215 | $111,814+390.3% | $103,374+430.3% | $145,959+275.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.63% | 24.77%-8.1pp | 24.89%-8.3pp | 561.95%-545.3pp |
| Employer contribution / active EE | $61 | $4,214-98.5% | $3,869-98.4% | $4,661-98.7% |
| Participant deferral / active EE | $9,597 | $5,618+70.8% | $5,058+89.8% | $6,689+43.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |