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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 | $325,688 | $111,785+191.4% | $93,669+247.7% | $145,877+123.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.01% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $784 | $3,096-74.7% | $2,424-67.7% | $4,663-83.2% |
| Participant deferral / active EE | $1,007 | $4,919-79.5% | $4,416-77.2% | $6,691-85.0% |
| Admin fee / account holder | $5 | $10,256-100.0% | $8,291-99.9% | $13,402-100.0% |