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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 | $674,068 | $127,387+429.2% | $115,038+486.0% | $125,389+437.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -3.13% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $76 | $5,166-98.5% | $4,608-98.3% | $4,866-98.4% |
| Participant deferral / active EE | $13,200 | $6,423+105.5% | $6,026+119.0% | $5,352+146.7% |
| Admin fee / account holder | $33 | $9,516-99.6% | $8,175-99.6% | $9,541-99.7% |