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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 | $324,702 | $227,566+42.7% | $189,558+71.3% | $167,518+93.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 9.23% | 78.43%-69.2pp | 64.19%-55.0pp | 478.71%-469.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,990 | $7,002+28.4% | $6,174+45.6% | $6,342+41.8% |
| Admin fee / account holder | $30 | $11,881-99.7% | $9,809-99.7% | $12,312-99.8% |