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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 | $57,590+388.4% | $86,233+226.2% | $82,448+241.1% |
| Participation rate | 13.6% | 57.9%-44.2pp | 69.0%-55.4pp | 68.1%-54.4pp |
| Annual return | 14.00% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $527 | $3,080-82.9% | $4,559-88.4% | $4,139-87.3% |
| Admin fee / account holder | $163 | $4,730-96.6% | $8,342-98.0% | $7,234-97.7% |