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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 | $601,068 | $148,629+304.4% | $135,982+342.0% | $139,487+330.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 34.29% | 79.33%-45.0pp | 68.32%-34.0pp | 373.84%-339.5pp |
| Employer contribution / active EE | $980 | $5,247-81.3% | $4,859-79.8% | $4,755-79.4% |
| Participant deferral / active EE | $2,940 | $8,102-63.7% | $7,760-62.1% | $6,713-56.2% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,407-98.9% |