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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 | $509,289 | $183,978+176.8% | $162,171+214.0% | $152,885+233.1% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 31.00% | 150.78%-119.8pp | 115.60%-84.6pp | 345.39%-314.4pp |
| Employer contribution / active EE | $1,419 | $6,370-77.7% | $5,613-74.7% | $4,763-70.2% |
| Participant deferral / active EE | $1,773 | $8,033-77.9% | $7,297-75.7% | $5,851-69.7% |
| Admin fee / account holder | $172 | $13,122-98.7% | $10,843-98.4% | $11,598-98.5% |