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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 | $362,421 | $165,361+119.2% | $149,715+142.1% | $158,950+128.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 29.22% | 348.24%-319.0pp | 276.66%-247.4pp | 302.91%-273.7pp |
| Employer contribution / active EE | $1,104 | $5,103-78.4% | $4,645-76.2% | $4,762-76.8% |
| Participant deferral / active EE | $2,208 | $7,182-69.3% | $6,842-67.7% | $5,983-63.1% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |