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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 | $259,721 | $106,008+145.0% | $92,240+181.6% | $147,586+76.0% |
| Participation rate | 4.8% | 80.4%-75.7pp | 76.5%-71.7pp | 82.8%-78.1pp |
| Annual return | 23.01% | 50.05%-27.0pp | 176.29%-153.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $745 | $4,333-82.8% | $3,680-79.8% | $4,876-84.7% |
| Participant deferral / active EE | $857 | $4,478-80.9% | $3,897-78.0% | $5,439-84.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |