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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 | $542,246 | $181,896+198.1% | $156,551+246.4% | $273,972+97.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.49% | 30.74%-22.3pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $7,510 | $6,248+20.2% | $5,501+36.5% | $4,869+54.2% |
| Participant deferral / active EE | $887 | $5,550-84.0% | $4,871-81.8% | $5,287-83.2% |
| Admin fee / account holder | $196 | $15,560-98.7% | $13,028-98.5% | $10,133-98.1% |