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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 | $271,943 | $160,059+69.9% | $140,019+94.2% | $135,380+100.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.59% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $12,352 | $6,420+92.4% | $5,605+120.4% | $4,779+158.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $130 | $13,328-99.0% | $10,705-98.8% | $10,828-98.8% |