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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 | $313,320 | $176,402+77.6% | $134,162+133.5% | $158,982+97.1% |
| Participation rate | 16.7% | 78.7%-62.1pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 11.62% | 63.66%-52.0pp | 36.35%-24.7pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,971 | $4,093-3.0% | $3,500+13.5% | $5,983-33.6% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,252-99.5% |