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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 | $318,857 | $106,588+199.1% | $94,215+238.4% | $155,188+105.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 70.0%-45.0pp | 80.8%-55.8pp |
| Annual return | 7.01% | 29.39%-22.4pp | 28.22%-21.2pp | 148.84%-141.8pp |
| Employer contribution / active EE | $430 | $3,080-86.0% | $2,675-83.9% | $4,248-89.9% |
| Participant deferral / active EE | $1,183 | $4,802-75.4% | $4,276-72.3% | $6,531-81.9% |
| Admin fee / account holder | $120 | $12,281-99.0% | $10,216-98.8% | $14,480-99.2% |