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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 | $281,950 | $227,291+24.0% | $214,702+31.3% | $155,188+81.7% |
| Participation rate | 4.2% | 88.0%-83.8pp | 87.5%-83.3pp | 80.8%-76.6pp |
| Annual return | 18.96% | 60.08%-41.1pp | 54.55%-35.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $979 | $9,582-89.8% | $9,147-89.3% | $6,531-85.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |