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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 | $303,752 | $99,053+206.7% | $88,179+244.5% | $138,895+118.7% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.1%-45.6pp | 79.9%-56.4pp |
| Annual return | 16.90% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $208 | $2,882-92.8% | $2,549-91.8% | $4,194-95.0% |
| Participant deferral / active EE | $3,731 | $5,225-28.6% | $4,614-19.1% | $6,396-41.7% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |