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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 | $199,109+55.7% | $173,730+78.5% | $154,746+100.4% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.6%-40.4pp | 80.7%-41.6pp |
| Annual return | 10.12% | 20.02%-9.9pp | 19.96%-9.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,036 | $7,113-71.4% | $6,326-67.8% | $6,730-69.8% |
| Admin fee / account holder | $19 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |