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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 | $347,138 | $175,257+98.1% | $149,717+131.9% | $139,456+148.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.55% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,933 | $5,477-64.7% | $4,820-59.9% | $4,753-59.3% |
| Participant deferral / active EE | $1,650 | $6,521-74.7% | $5,682-71.0% | $6,711-75.4% |
| Admin fee / account holder | $3 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |