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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 | $810,712 | $183,592+341.6% | $155,574+421.1% | $145,877+455.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 29.50% | 61.37%-31.9pp | 64.87%-35.4pp | 551.28%-521.8pp |
| Employer contribution / active EE | $1,000 | $5,317-81.2% | $4,676-78.6% | $4,663-78.6% |
| Participant deferral / active EE | $7,200 | $6,466+11.4% | $5,629+27.9% | $6,691+7.6% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |