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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 | $380,843 | $199,109+91.3% | $173,730+119.2% | $154,746+146.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 20.06% | 20.02%0pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $7,833 | $5,311+47.5% | $4,577+71.1% | $4,379+78.9% |
| Participant deferral / active EE | $1,328 | $7,113-81.3% | $6,326-79.0% | $6,730-80.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |