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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 | $755,873 | $100,811+649.8% | $86,698+771.8% | $134,545+461.8% |
| Participation rate | 26.7% | 79.0%-52.3pp | 76.6%-49.9pp | 81.2%-54.6pp |
| Annual return | 215.46% | 29.11%+186.3pp | 35.96%+179.5pp | 418.37%-202.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $127 | $5,339-97.6% | $4,656-97.3% | $6,401-98.0% |
| Admin fee / account holder | $261 | $10,926-97.6% | $7,492-96.5% | $11,431-97.7% |