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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 | $306,354 | $185,856+64.8% | $170,028+80.2% | $139,456+119.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 15.63% | 60.52%-44.9pp | 53.39%-37.8pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,600 | $7,593-78.9% | $6,788-76.4% | $4,753-66.3% |
| Participant deferral / active EE | $1,600 | $11,623-86.2% | $10,409-84.6% | $6,711-76.2% |
| Admin fee / account holder | $3 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |