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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 | $1,490,461 | $202,342+636.6% | $172,753+762.8% | $152,909+874.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 131.26% | 1029.88%-898.6pp | 803.00%-671.7pp | 345.46%-214.2pp |
| Employer contribution / active EE | $39,848 | $5,857+580.3% | $5,144+674.7% | $4,764+736.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $69 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |