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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 | $530,911 | $166,131+219.6% | $164,975+221.8% | $145,877+263.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 15.03% | 100.37%-85.3pp | 70.12%-55.1pp | 551.28%-536.3pp |
| Employer contribution / active EE | $520 | $5,276-90.1% | $4,343-88.0% | $4,663-88.8% |
| Participant deferral / active EE | $5,200 | $6,962-25.3% | $6,033-13.8% | $6,691-22.3% |
| Admin fee / account holder | $200 | $16,648-98.8% | $12,688-98.4% | $13,402-98.5% |