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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 | $506,652 | $68,097+644.0% | $62,929+705.1% | $137,256+269.1% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 25.39% | 1859.11%-1833.7pp | 1063.93%-1038.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $274 | $2,811-90.3% | $2,505-89.1% | $4,156-93.4% |
| Participant deferral / active EE | $480 | $4,553-89.5% | $3,888-87.7% | $6,407-92.5% |
| Admin fee / account holder | $6 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |