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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 | $466,624 | $155,555+200.0% | $146,866+217.7% | $155,188+200.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 19.85% | 115.41%-95.6pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,248 | $4,647-73.1% | $4,425-71.8% | $4,248-70.6% |
| Participant deferral / active EE | $1,250 | $8,044-84.5% | $7,759-83.9% | $6,531-80.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |