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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $350,023 | $224,072+56.2% | $220,428+58.8% | $254,510+37.5% |
| Participation rate | 50.0% | 49.1%+0.9pp | 43.5%+6.5pp | 43.0%+7.0pp |
| Annual return | 25.88% | 99.74%-73.9pp | 90.61%-64.7pp | 259.14%-233.3pp |
| Employer contribution / active EE | $37,165 | $35,080+5.9% | $32,730+13.5% | $41,471-10.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |