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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 | $303,899 | $183,516+65.6% | $155,534+95.4% | $145,884+108.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 15.94% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $616 | $5,315-88.4% | $4,675-86.8% | $4,662-86.8% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |