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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 | $596,127 | $169,356+252.0% | $129,406+360.7% | $145,897+308.6% |
| Participation rate | 15.8% | 76.5%-60.7pp | 69.6%-53.9pp | 80.3%-64.5pp |
| Annual return | 26.76% | 14418.62%-14391.9pp | 9468.18%-9441.4pp | 552.29%-525.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6 | $4,987-99.9% | $4,167-99.9% | $6,689-99.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |