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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 | $2,469,865 | $107,809+2191.0% | $90,657+2624.4% | $135,380+1724.4% |
| Participation rate | 5.3% | 78.0%-72.8pp | 74.0%-68.8pp | 82.6%-77.4pp |
| Annual return | -0.22% | -0.90%+0.7pp | 1.89%-2.1pp | 519.81%-520.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $207 | $3,872-94.7% | $3,424-94.0% | $5,609-96.3% |
| Admin fee / account holder | $173 | $5,931-97.1% | $4,994-96.5% | $10,828-98.4% |