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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 | $279,276 | $106,115+163.2% | $85,969+224.9% | $125,389+122.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | -1.54% | 13.93%-15.5pp | 9.32%-10.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,954 | $4,537+97.4% | $3,474+157.7% | $4,866+84.0% |
| Participant deferral / active EE | $1,200 | $4,859-75.3% | $3,829-68.7% | $5,352-77.6% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |