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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 | $319,522 | $198,461+61.0% | $170,436+87.5% | $147,585+116.5% |
| Participation rate | 11.1% | 88.0%-76.9pp | 83.6%-72.5pp | 82.8%-71.7pp |
| Annual return | 20.64% | 257.30%-236.7pp | 205.94%-185.3pp | 578.57%-557.9pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,127 | $5,629-80.0% | $4,939-77.2% | $5,439-79.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |