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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 | $250,899 | $60,128+317.3% | $90,440+177.4% | $79,852+214.2% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.9pp |
| Annual return | 16.71% | 71.95%-55.2pp | 1294.38%-1277.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $208 | $2,068-89.9% | $3,263-93.6% | $2,471-91.6% |
| Participant deferral / active EE | $208 | $2,939-92.9% | $3,964-94.8% | $3,740-94.4% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |