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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 | $617,355 | $180,462+242.1% | $154,111+300.6% | $135,379+356.0% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | 1.40% | 888.17%-886.8pp | 735.18%-733.8pp | 519.79%-518.4pp |
| Employer contribution / active EE | $9,579 | $6,036+58.7% | $5,298+80.8% | $4,779+100.4% |
| Participant deferral / active EE | $1,165 | $5,806-79.9% | $5,081-77.1% | $5,609-79.2% |
| Admin fee / account holder | $210 | $16,145-98.7% | $13,411-98.4% | $10,828-98.1% |