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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 | $427,514 | $176,105+142.8% | $159,474+168.1% | $167,536+155.2% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 27.92% | 331.91%-304.0pp | 263.68%-235.8pp | 478.82%-450.9pp |
| Employer contribution / active EE | $1,015 | $5,299-80.8% | $4,831-79.0% | $4,839-79.0% |
| Participant deferral / active EE | $1,704 | $7,751-78.0% | $7,353-76.8% | $6,342-73.1% |
| Admin fee / account holder | $40 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |