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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 | $286,399 | $103,008+178.0% | $90,304+217.1% | $152,897+87.3% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 13.50% | 95.22%-81.7pp | 78.13%-64.6pp | 345.43%-331.9pp |
| Employer contribution / active EE | $204 | $3,139-93.5% | $2,855-92.8% | $4,764-95.7% |
| Participant deferral / active EE | $204 | $4,281-95.2% | $3,885-94.7% | $5,851-96.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |