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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 | $408,590 | $178,174+129.3% | $156,181+161.6% | $137,256+197.7% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.8%-48.8pp | 80.0%-50.0pp |
| Annual return | 17.22% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $817 | $6,888-88.1% | $6,132-86.7% | $6,407-87.2% |
| Admin fee / account holder | $174 | $17,404-99.0% | $14,586-98.8% | $12,270-98.6% |