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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 | $859,693 | $166,268+417.1% | $165,100+420.7% | $145,897+489.2% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 21.27% | 100.52%-79.2pp | 70.21%-48.9pp | 552.29%-531.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $338 | $6,964-95.1% | $6,035-94.4% | $6,689-94.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |