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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 | $541,371 | $77,901+595.0% | $149,717+261.6% | $75,181+620.1% |
| Participation rate | 13.5% | 65.6%-52.1pp | 78.8%-65.3pp | 67.2%-53.7pp |
| Annual return | 41.76% | 31.73%+10.0pp | 134.41%-92.6pp | 160.69%-118.9pp |
| Employer contribution / active EE | $531 | $3,137-83.1% | $4,820-89.0% | $2,671-80.1% |
| Participant deferral / active EE | $253 | $3,411-92.6% | $5,682-95.6% | $4,126-93.9% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |