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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 | $256,780 | $180,459+42.3% | $154,108+66.6% | $135,380+89.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 0.20% | 888.21%-888.0pp | 735.21%-735.0pp | 519.81%-519.6pp |
| Employer contribution / active EE | $4,940 | $6,035-18.1% | $5,298-6.7% | $4,779+3.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |