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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 | $288,276 | $223,823+28.8% | $211,142+36.5% | $154,746+86.3% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 10.53% | 50.39%-39.9pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,920 | $6,787-71.7% | $6,442-70.2% | $4,379-56.2% |
| Participant deferral / active EE | $2,972 | $9,750-69.5% | $9,284-68.0% | $6,730-55.8% |
| Admin fee / account holder | $25 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |