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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 | $384,050 | $112,729+240.7% | $98,716+289.0% | $137,256+179.8% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 16.57% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $711 | $2,725-73.9% | $2,279-68.8% | $4,156-82.9% |
| Participant deferral / active EE | $882 | $4,640-81.0% | $4,048-78.2% | $6,407-86.2% |
| Admin fee / account holder | $29 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |