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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 | $391,854 | $202,345+93.7% | $172,755+126.8% | $152,885+156.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 15.53% | 1029.77%-1014.2pp | 802.94%-787.4pp | 345.39%-329.9pp |
| Employer contribution / active EE | $9,755 | $5,858+66.5% | $5,144+89.6% | $4,763+104.8% |
| Participant deferral / active EE | $1,075 | $5,948-81.9% | $5,198-79.3% | $5,851-81.6% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |