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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 | $255,557 | $154,193+65.7% | $130,045+96.5% | $139,466+83.2% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 16.26% | 32.51%-16.3pp | -137.30%+153.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $918 | $5,292-82.7% | $4,321-78.8% | $4,754-80.7% |
| Participant deferral / active EE | $5,194 | $6,709-22.6% | $5,820-10.7% | $6,712-22.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |