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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 | $548,271 | $114,119+380.4% | $107,187+411.5% | $138,895+294.7% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $480 | $4,059-88.2% | $3,782-87.3% | $4,194-88.6% |
| Participant deferral / active EE | $6,056 | $5,538+9.3% | $5,096+18.8% | $6,396-5.3% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |