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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 | $406,480 | $99,995+306.5% | $85,063+377.9% | $145,978+178.5% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.0pp | 80.3%-41.8pp |
| Annual return | 24.06% | 83.99%-59.9pp | 66.54%-42.5pp | 550.52%-526.5pp |
| Employer contribution / active EE | $575 | $3,231-82.2% | $2,727-78.9% | $4,662-87.7% |
| Participant deferral / active EE | $743 | $5,295-86.0% | $4,523-83.6% | $6,690-88.9% |
| Admin fee / account holder | $164 | $7,255-97.7% | $6,155-97.3% | $13,400-98.8% |