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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $551,678 | $218,890+152.0% | $189,095+191.7% | $483,350+14.1% |
| Participation rate | 50.0% | 87.7%-37.7pp | 85.7%-35.7pp | 89.0%-39.0pp |
| Annual return | 1.54% | 5.28%-3.7pp | 5.44%-3.9pp | 533.38%-531.8pp |
| Employer contribution / active EE | $0 | $6,775-100.0% | $6,541-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $6,184-100.0% | $6,088-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $16,701-100.0% | $14,731-100.0% | $41,445-100.0% |