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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 | $699,109 | $196,972+254.9% | $182,262+283.6% | $198,609+252.0% |
| Participation rate | 28.6% | 85.7%-57.1pp | 84.2%-55.6pp | 82.4%-53.8pp |
| Annual return | 10.91% | 158.27%-147.4pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $2,104 | $5,364-60.8% | $5,046-58.3% | $5,055-58.4% |
| Participant deferral / active EE | $3,486 | $8,643-59.7% | $8,276-57.9% | $6,977-50.0% |
| Admin fee / account holder | $40 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |