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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 | $267,229 | $107,666+148.2% | $102,184+161.5% | $154,746+72.7% |
| Participation rate | 16.7% | 83.7%-67.1pp | 82.6%-65.9pp | 80.7%-64.0pp |
| Annual return | 15.41% | 29.33%-13.9pp | 31.58%-16.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,350 | $8,719-84.5% | $8,309-83.8% | $6,730-79.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |