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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 | $263,392 | $81,840+221.8% | $63,412+315.4% | $125,389+110.1% |
| Participation rate | 50.0% | 73.0%-23.0pp | 67.1%-17.1pp | 83.2%-33.2pp |
| Annual return | 102.82% | -0.10%+102.9pp | 4.04%+98.8pp | 282.24%-179.4pp |
| Employer contribution / active EE | $291 | $2,377-87.8% | $1,814-84.0% | $4,866-94.0% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12 | $4,951-99.8% | $3,753-99.7% | $9,541-99.9% |