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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 | $443,583 | $183,516+141.7% | $155,534+185.2% | $145,884+204.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 17.74% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $808 | $5,315-84.8% | $4,675-82.7% | $4,662-82.7% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |