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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 | $628,128 | $185,312+239.0% | $161,489+289.0% | $154,746+305.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.53% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $907 | $4,769-81.0% | $4,268-78.8% | $4,379-79.3% |
| Participant deferral / active EE | $19,319 | $6,350+204.2% | $5,630+243.1% | $6,730+187.0% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |