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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 | $264,035 | $124,346+112.3% | $111,306+137.2% | $167,553+57.6% |
| Participation rate | 43.5% | 79.6%-36.2pp | 77.3%-33.8pp | 82.1%-38.6pp |
| Annual return | 129.63% | 37.46%+92.2pp | 54.67%+75.0pp | 478.89%-349.3pp |
| Employer contribution / active EE | $1,158 | $3,438-66.3% | $2,732-57.6% | $4,840-76.1% |
| Participant deferral / active EE | $1,428 | $5,182-72.4% | $4,488-68.2% | $6,343-77.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |