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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 | $257,076 | $81,446+215.6% | $103,374+148.7% | $80,874+217.9% |
| Participation rate | 10.7% | 66.9%-56.1pp | 74.5%-63.8pp | 67.6%-56.9pp |
| Annual return | 10.58% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $721 | $3,107-76.8% | $3,869-81.4% | $2,756-73.8% |
| Participant deferral / active EE | $1,803 | $3,870-53.4% | $5,058-64.4% | $4,297-58.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |