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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 | $310,036 | $254,759+21.7% | $216,567+43.2% | $198,609+56.1% |
| Participation rate | 39.1% | 84.5%-45.4pp | 81.6%-42.5pp | 82.4%-43.2pp |
| Annual return | 10.12% | 10.04%+0.1pp | 12.94%-2.8pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,036 | $6,948-70.7% | $6,191-67.1% | $6,977-70.8% |
| Admin fee / account holder | $19 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |