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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 | $284,919 | $60,349+372.1% | $74,184+284.1% | $62,881+353.1% |
| Participation rate | 5.3% | 72.7%-67.4pp | 76.6%-71.3pp | 69.3%-64.0pp |
| Annual return | 7.02% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $19 | $2,856-99.3% | $3,550-99.5% | $3,203-99.4% |
| Admin fee / account holder | $107 | $4,261-97.5% | $5,586-98.1% | $4,296-97.5% |