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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 | $100,139+305.9% | $85,187+377.2% | $145,884+178.6% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.1pp | 80.3%-41.8pp |
| Annual return | 24.06% | 84.15%-60.1pp | 66.67%-42.6pp | 551.85%-527.8pp |
| Employer contribution / active EE | $575 | $3,238-82.2% | $2,732-78.9% | $4,662-87.7% |
| Participant deferral / active EE | $743 | $5,296-86.0% | $4,525-83.6% | $6,690-88.9% |
| Admin fee / account holder | $164 | $7,262-97.7% | $6,162-97.3% | $13,392-98.8% |