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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 | $1,183,830 | $148,582+696.8% | $135,942+770.8% | $139,456+748.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 54.97% | 79.26%-24.3pp | 68.28%-13.3pp | 373.45%-318.5pp |
| Employer contribution / active EE | $13,367 | $5,245+154.9% | $4,858+175.2% | $4,753+181.2% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |