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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 | $271,978 | $153,769+76.9% | $133,975+103.0% | $273,972-0.7% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 12.67% | 36.51%-23.8pp | 29.29%-16.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,018 | $6,029-66.5% | $5,211-61.3% | $4,869-58.6% |
| Participant deferral / active EE | $2,128 | $6,958-69.4% | $6,282-66.1% | $5,287-59.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |