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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 | $299,417 | $156,398+91.4% | $147,318+103.2% | $138,895+115.6% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 15.11% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,608 | $4,853-66.9% | $4,593-65.0% | $4,194-61.7% |
| Participant deferral / active EE | $2,010 | $8,237-75.6% | $7,906-74.6% | $6,396-68.6% |
| Admin fee / account holder | $120 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |