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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 | $357,196 | $73,546+385.7% | $63,018+466.8% | $147,586+142.0% |
| Participation rate | 31.6% | 77.9%-46.3pp | 74.8%-43.2pp | 82.8%-51.2pp |
| Annual return | 25.02% | 175.56%-150.5pp | 87.62%-62.6pp | 578.59%-553.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $349 | $4,185-91.7% | $3,330-89.5% | $5,439-93.6% |
| Admin fee / account holder | $194 | $5,956-96.7% | $3,601-94.6% | $10,886-98.2% |