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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 | $257,669 | $108,882+136.6% | $96,754+166.3% | $154,746+66.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 18.52% | 98.39%-79.9pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $859 | $3,018-71.5% | $2,679-68.0% | $4,379-80.4% |
| Participant deferral / active EE | $859 | $5,323-83.9% | $4,758-82.0% | $6,730-87.2% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |