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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $376,165 | $160,028+135.1% | $147,080+155.8% | $145,884+157.9% |
| Participation rate | 11.8% | 84.0%-72.3pp | 82.2%-70.4pp | 80.3%-68.5pp |
| Annual return | 23.57% | 98.60%-75.0pp | 420.17%-396.6pp | 551.85%-528.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $724 | $8,422-91.4% | $8,066-91.0% | $6,690-89.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |