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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 | $100,970+164.7% | $96,576+176.7% | $137,256+94.7% |
| Participation rate | 16.7% | 82.6%-65.9pp | 81.4%-64.8pp | 80.0%-63.3pp |
| Annual return | 15.41% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,350 | $8,286-83.7% | $7,956-83.0% | $6,407-78.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |