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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 | $948,103 | $172,111+450.9% | $150,298+530.8% | $137,256+590.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.02% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $24,360 | $4,636+425.4% | $4,154+486.4% | $4,156+486.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |