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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 | $1,289,175 | $198,457+549.6% | $170,435+656.4% | $147,586+773.5% |
| Participation rate | 8.3% | 88.0%-79.6pp | 83.6%-75.3pp | 82.8%-74.5pp |
| Annual return | 68.65% | 257.30%-188.7pp | 205.94%-137.3pp | 578.59%-509.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |