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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 | $758,367 | $738,296+2.7% | $731,371+3.7% | $479,618+58.1% |
| Participation rate | 0.0% | 88.1%-88.1pp | 88.3%-88.3pp | 89.3%-89.3pp |
| Annual return | 0.58% | 476.14%-475.6pp | 451.29%-450.7pp | 101.32%-100.7pp |
| Employer contribution / active EE | $56,883 | $27,265+108.6% | $26,883+111.6% | $22,484+153.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,520-100.0% |