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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $262,500 | $244,357+7.4% | $210,245+24.9% | $382,429-31.4% |
| Participation rate | 40.0% | 83.3%-43.3pp | 81.8%-41.8pp | 87.7%-47.7pp |
| Annual return | 31.25% | -7.05%+38.3pp | -5.56%+36.8pp | 248.85%-217.6pp |
| Employer contribution / active EE | $0 | $6,439-100.0% | $5,917-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,757-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $11,489-100.0% | $13,533-100.0% | $30,732-100.0% |