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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $418,249 | $162,136+158.0% | $152,301+174.6% | $154,746+170.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.49% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $886 | $4,890-81.9% | $4,624-80.8% | $4,379-79.8% |
| Participant deferral / active EE | $3,370 | $8,341-59.6% | $8,004-57.9% | $6,730-49.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |