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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 | $419,568 | $99,053+323.6% | $88,179+375.8% | $138,895+202.1% |
| Participation rate | 4.2% | 74.2%-70.1pp | 69.1%-65.0pp | 79.9%-75.8pp |
| Annual return | 17.96% | 78.17%-60.2pp | 64.97%-47.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $178 | $2,882-93.8% | $2,549-93.0% | $4,194-95.8% |
| Participant deferral / active EE | $1,250 | $5,225-76.1% | $4,614-72.9% | $6,396-80.5% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |