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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 | $108,897+280.9% | $100,378+313.2% | $145,877+184.4% |
| Participation rate | 22.2% | 83.0%-60.7pp | 81.5%-59.3pp | 80.3%-58.1pp |
| Annual return | 21.97% | 58.17%-36.2pp | 49.41%-27.4pp | 551.28%-529.3pp |
| Employer contribution / active EE | $421 | $4,420-90.5% | $3,942-89.3% | $4,663-91.0% |
| Participant deferral / active EE | $1,468 | $8,455-82.6% | $8,087-81.8% | $6,691-78.1% |
| Admin fee / account holder | $46 | $9,690-99.5% | $7,899-99.4% | $13,402-99.7% |