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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 | $408,315 | $99,380+310.9% | $90,312+352.1% | $155,188+163.1% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 5.69% | 19.35%-13.7pp | 18.90%-13.2pp | 148.84%-143.2pp |
| Employer contribution / active EE | $98 | $2,390-95.9% | $2,243-95.7% | $4,248-97.7% |
| Participant deferral / active EE | $196 | $4,212-95.3% | $3,749-94.8% | $6,531-97.0% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |