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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 | $333,561 | $91,198+265.8% | $178,503+86.9% | $79,856+317.7% |
| Participation rate | 10.7% | 69.2%-58.5pp | 81.9%-71.2pp | 69.6%-58.9pp |
| Annual return | 29.55% | 24.20%+5.4pp | 151.12%-121.6pp | 31.71%-2.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $346 | $3,237-89.3% | $5,202-93.3% | $3,741-90.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |