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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 | $256,557 | $95,453+168.8% | $112,040+129.0% | $82,448+211.2% |
| Participation rate | 16.3% | 72.8%-56.5pp | 76.5%-60.2pp | 68.1%-51.8pp |
| Annual return | 17.47% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $987 | $4,224-76.6% | $5,098-80.6% | $4,139-76.2% |
| Admin fee / account holder | $2 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |