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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 | $699,714 | $174,379+301.3% | $152,093+360.1% | $138,895+403.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.19% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $419 | $4,652-91.0% | $4,175-90.0% | $4,194-90.0% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |