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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 | $306,742 | $93,064+229.6% | $74,577+311.3% | $273,972+12.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.74% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,448 | $3,160+9.1% | $2,525+36.5% | $4,869-29.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $104 | $5,273-98.0% | $4,138-97.5% | $10,133-99.0% |