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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 | $670,149 | $93,023+620.4% | $77,027+770.0% | $134,493+398.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 44.56% | 62.61%-18.0pp | 42.32%+2.2pp | 418.01%-373.5pp |
| Employer contribution / active EE | $360 | $3,418-89.5% | $2,813-87.2% | $4,740-92.4% |
| Participant deferral / active EE | $9,000 | $5,238+71.8% | $4,427+103.3% | $6,400+40.6% |
| Admin fee / account holder | $1 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |