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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 | $350,366 | $210,343+66.6% | $153,476+128.3% | $145,978+140.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.79% | 13.38%+6.4pp | 15.66%+4.1pp | 550.52%-530.7pp |
| Employer contribution / active EE | $1,690 | $6,047-72.1% | $5,038-66.5% | $4,662-63.7% |
| Participant deferral / active EE | $1,690 | $7,977-78.8% | $6,759-75.0% | $6,690-74.7% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |