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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 | $440,300 | $167,362+163.1% | $143,799+206.2% | $134,532+227.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $8,682 | $5,620+54.5% | $4,952+75.3% | $4,741+83.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |