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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 | $372,258 | $148,629+150.5% | $135,982+173.8% | $139,487+166.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 12.93% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $467 | $5,247-91.1% | $4,859-90.4% | $4,755-90.2% |
| Participant deferral / active EE | $10,000 | $8,102+23.4% | $7,760+28.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |