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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 | $257,251 | $96,691+166.1% | $86,656+196.9% | $139,487+84.4% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 12.45% | 106.87%-94.4pp | 593.09%-580.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $432 | $3,267-86.8% | $3,025-85.7% | $4,755-90.9% |
| Participant deferral / active EE | $189 | $4,838-96.1% | $4,439-95.7% | $6,713-97.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |