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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 | $258,279 | $54,757+371.7% | $90,304+186.0% | $72,975+253.9% |
| Participation rate | 6.3% | 65.2%-58.9pp | 73.3%-67.0pp | 69.5%-63.2pp |
| Annual return | 38.12% | 30.63%+7.5pp | 78.13%-40.0pp | 81.01%-42.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $199 | $2,887-93.1% | $3,885-94.9% | $3,608-94.5% |
| Admin fee / account holder | $72 | $3,973-98.2% | $5,354-98.7% | $5,124-98.6% |