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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 | $281,258 | $60,442+365.3% | $96,754+190.7% | $87,485+221.5% |
| Participation rate | 13.6% | 58.7%-45.1pp | 70.3%-56.6pp | 68.9%-55.3pp |
| Annual return | 14.00% | 21.97%-8.0pp | 82.04%-68.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $527 | $3,280-83.9% | $4,758-88.9% | $4,274-87.7% |
| Admin fee / account holder | $163 | $5,069-96.8% | $8,905-98.2% | $7,775-97.9% |