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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 | $350,439 | $100,139+250.0% | $85,187+311.4% | $145,884+140.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.07% | 84.15%-75.1pp | 66.67%-57.6pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,499 | $5,296+22.7% | $4,525+43.6% | $6,690-2.9% |
| Admin fee / account holder | $120 | $7,262-98.3% | $6,162-98.1% | $13,392-99.1% |