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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 | $283,863 | $211,288+34.3% | $178,540+59.0% | $145,884+94.6% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 22.85% | 30.27%-7.4pp | 27.15%-4.3pp | 551.85%-529.0pp |
| Employer contribution / active EE | $1,069 | $4,574-76.6% | $3,953-73.0% | $4,662-77.1% |
| Participant deferral / active EE | $1,069 | $6,967-84.7% | $6,281-83.0% | $6,690-84.0% |
| Admin fee / account holder | $142 | $12,105-98.8% | $10,424-98.6% | $13,392-98.9% |