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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 | $414,811 | $108,912+280.9% | $100,383+313.2% | $145,959+184.2% |
| Participation rate | 22.2% | 83.0%-60.7pp | 81.5%-59.3pp | 80.3%-58.1pp |
| Annual return | 21.97% | 57.96%-36.0pp | 49.26%-27.3pp | 561.95%-540.0pp |
| Employer contribution / active EE | $421 | $4,423-90.5% | $3,944-89.3% | $4,661-91.0% |
| Participant deferral / active EE | $1,468 | $8,451-82.6% | $8,086-81.8% | $6,689-78.1% |
| Admin fee / account holder | $46 | $9,690-99.5% | $7,900-99.4% | $13,398-99.7% |