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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 | $227,399+316.9% | $189,758+399.6% | $198,609+377.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 21.02% | 61.03%-40.0pp | 52.62%-31.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $24,360 | $5,526+340.8% | $4,767+411.1% | $5,055+381.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |