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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 | $571,108 | $45,872+1145.0% | $77,100+640.7% | $68,490+733.9% |
| Participation rate | 3.9% | 55.9%-52.0pp | 67.9%-64.0pp | 67.9%-64.0pp |
| Annual return | -2.52% | 1.73%-4.2pp | 42.35%-44.9pp | -7.85%+5.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $135 | $2,963-95.4% | $4,430-97.0% | $4,028-96.6% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |