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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 | $324,074-19.0% | $278,538-5.8% | $461,066-43.1% |
| Participation rate | 40.0% | 85.4%-45.4pp | 83.2%-43.2pp | 87.7%-47.7pp |
| Annual return | 31.25% | -7.67%+38.9pp | -6.42%+37.7pp | 484.84%-453.6pp |
| Employer contribution / active EE | $0 | $10,290-100.0% | $8,620-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,868-100.0% | $5,790-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $15,098-100.0% | $12,986-100.0% | $28,147-100.0% |