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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 | $681,412 | $148,582+358.6% | $135,942+401.3% | $139,456+388.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.47% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-358.0pp |
| Employer contribution / active EE | $12,458 | $5,245+137.5% | $4,858+156.5% | $4,753+162.1% |
| Participant deferral / active EE | $2,221 | $8,101-72.6% | $7,759-71.4% | $6,711-66.9% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |