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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 | $369,999 | $154,193+140.0% | $130,045+184.5% | $139,466+165.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.0pp | 80.3%-34.9pp |
| Annual return | 19.80% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $713 | $5,292-86.5% | $4,321-83.5% | $4,754-85.0% |
| Participant deferral / active EE | $3,265 | $6,709-51.3% | $5,820-43.9% | $6,712-51.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |