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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 | $435,582 | $196,972+121.1% | $182,262+139.0% | $198,609+119.3% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 38.04% | 158.27%-120.2pp | 140.60%-102.6pp | 202.70%-164.7pp |
| Employer contribution / active EE | $1,415 | $5,364-73.6% | $5,046-72.0% | $5,055-72.0% |
| Participant deferral / active EE | $3,462 | $8,643-59.9% | $8,276-58.2% | $6,977-50.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |