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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 | $287,758 | $108,942+164.1% | $100,415+186.6% | $145,897+97.2% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $588 | $4,422-86.7% | $3,943-85.1% | $4,663-87.4% |
| Participant deferral / active EE | $1,170 | $8,461-86.2% | $8,091-85.5% | $6,689-82.5% |
| Admin fee / account holder | $12 | $9,702-99.9% | $7,906-99.8% | $13,390-99.9% |