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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 | $421,240 | $78,690+435.3% | $161,489+160.8% | $87,485+381.5% |
| Participation rate | 2.6% | 67.5%-64.8pp | 78.7%-76.1pp | 68.9%-66.3pp |
| Annual return | 15.20% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $30 | $3,311-99.1% | $5,630-99.5% | $4,274-99.3% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |