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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 | $573,856 | $148,623+286.1% | $135,974+322.0% | $139,466+311.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.82% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,800 | $5,246-65.7% | $4,859-63.0% | $4,754-62.1% |
| Participant deferral / active EE | $1,800 | $8,103-77.8% | $7,760-76.8% | $6,712-73.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |