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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 | $251,915 | $185,312+35.9% | $161,489+56.0% | $154,746+62.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.73% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $3,323 | $4,769-30.3% | $4,268-22.1% | $4,379-24.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |