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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 | $385,209 | $111,814+244.5% | $103,374+272.6% | $145,959+163.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.16% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $957 | $4,214-77.3% | $3,869-75.3% | $4,661-79.5% |
| Participant deferral / active EE | $1,381 | $5,618-75.4% | $5,058-72.7% | $6,689-79.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |