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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 | $349,122 | $111,830+212.2% | $93,696+272.6% | $145,884+139.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 26.41% | 204.08%-177.7pp | 133.74%-107.3pp | 551.85%-525.4pp |
| Employer contribution / active EE | $720 | $3,093-76.7% | $2,422-70.3% | $4,662-84.6% |
| Participant deferral / active EE | $1,112 | $4,920-77.4% | $4,417-74.8% | $6,690-83.4% |
| Admin fee / account holder | $161 | $10,249-98.4% | $8,287-98.1% | $13,392-98.8% |