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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 | $134,817+306.7% | $123,973+342.2% | $155,188+253.3% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.7%-54.4pp | 80.8%-58.6pp |
| Annual return | 16.97% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $480 | $4,425-89.2% | $4,126-88.4% | $4,248-88.7% |
| Participant deferral / active EE | $6,056 | $5,706+6.1% | $5,247+15.4% | $6,531-7.3% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |