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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 | $108,911+164.2% | $100,392+186.6% | $145,884+97.3% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 58.23%-42.7pp | 49.45%-33.9pp | 551.85%-536.3pp |
| Employer contribution / active EE | $588 | $4,420-86.7% | $3,941-85.1% | $4,662-87.4% |
| Participant deferral / active EE | $1,170 | $8,459-86.2% | $8,090-85.5% | $6,690-82.5% |
| Admin fee / account holder | $12 | $9,698-99.9% | $7,904-99.8% | $13,392-99.9% |