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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 | $262,932 | $97,765+168.9% | $103,486+154.1% | $145,884+80.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-47.0pp |
| Annual return | 21.37% | 25.44%-4.1pp | 23.93%-2.6pp | 551.85%-530.5pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,123 | $6,606-7.3% | $6,628-7.6% | $6,690-8.5% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |