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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 | $259,406 | $167,522+54.8% | $151,639+71.1% | $134,532+92.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -14.90% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,600 | $6,828-76.6% | $6,165-74.0% | $4,741-66.3% |
| Participant deferral / active EE | $1,600 | $8,986-82.2% | $8,363-80.9% | $6,401-75.0% |
| Admin fee / account holder | $3 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |