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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 | $624,855 | $43,344+1341.6% | $59,899+943.2% | $64,173+873.7% |
| Participation rate | 13.6% | 69.2%-55.5pp | 74.7%-61.1pp | 69.6%-55.9pp |
| Annual return | 49.80% | -1.55%+51.4pp | 3.46%+46.3pp | 7.63%+42.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $82 | $2,547-96.8% | $3,402-97.6% | $3,470-97.6% |
| Admin fee / account holder | $13 | $3,008-99.6% | $3,592-99.6% | $4,887-99.7% |