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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 | $352,355-25.5% | $137,379+91.1% | $352,355-25.5% |
| Participation rate | 40.0% | 89.9%-49.9pp | 72.3%-32.3pp | 89.9%-49.9pp |
| Annual return | 31.25% | 910.77%-879.5pp | -2.82%+34.1pp | 910.77%-879.5pp |
| Employer contribution / active EE | $0 | $9,649-100.0% | $4,807-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $6,422-100.0% | $4,152-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $32,261-100.0% | $3,375-100.0% | $32,261-100.0% |