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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 | $793,705 | $209,336+279.2% | $197,124+302.6% | $137,256+478.3% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 24.11% | 48.09%-24.0pp | 44.34%-20.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,369 | $6,591-79.2% | $6,227-78.0% | $4,156-67.1% |
| Participant deferral / active EE | $1,916 | $9,614-80.1% | $9,135-79.0% | $6,407-70.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |