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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 | $365,333 | $106,267+243.8% | $96,520+278.5% | $139,456+162.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 17.48% | 38.45%-21.0pp | 35.72%-18.2pp | 373.45%-356.0pp |
| Employer contribution / active EE | $540 | $4,105-86.8% | $3,739-85.6% | $4,753-88.6% |
| Participant deferral / active EE | $6,563 | $5,454+20.3% | $4,879+34.5% | $6,711-2.2% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |