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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 | $283,765 | $117,846+140.8% | $102,434+177.0% | $145,884+94.5% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 22.39% | 31.90%-9.5pp | 29.46%-7.1pp | 551.85%-529.5pp |
| Employer contribution / active EE | $1,212 | $3,615-66.5% | $3,023-59.9% | $4,662-74.0% |
| Participant deferral / active EE | $1,362 | $5,733-76.2% | $5,055-73.1% | $6,690-79.6% |
| Admin fee / account holder | $15 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |