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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 | $216,853+154.4% | $192,072+187.2% | $461,066+19.7% |
| Participation rate | 50.0% | 88.6%-38.6pp | 86.4%-36.4pp | 87.7%-37.7pp |
| Annual return | 1.54% | -0.83%+2.4pp | -0.38%+1.9pp | 484.84%-483.3pp |
| Employer contribution / active EE | $0 | $8,611-100.0% | $7,585-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,904-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $11,707-100.0% | $10,448-100.0% | $28,147-100.0% |