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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 | $304,005 | $81,504+273.0% | $102,437+196.8% | $80,959+275.5% |
| Participation rate | 6.5% | 66.9%-60.4pp | 74.5%-68.1pp | 67.7%-61.2pp |
| Annual return | 22.88% | 25.60%-2.7pp | 24.95%-2.1pp | 35.67%-12.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $454 | $3,871-88.3% | $5,060-91.0% | $4,300-89.5% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |