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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 | $558,716 | $160,028+249.1% | $147,080+279.9% | $145,884+283.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.34% | 98.60%-77.3pp | 420.17%-398.8pp | 551.85%-530.5pp |
| Employer contribution / active EE | $1,574 | $5,286-70.2% | $4,933-68.1% | $4,662-66.2% |
| Participant deferral / active EE | $2,246 | $8,422-73.3% | $8,066-72.2% | $6,690-66.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |