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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 | $286,142 | $103,000+177.8% | $90,300+216.9% | $152,885+87.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 12.98% | 95.19%-82.2pp | 78.11%-65.1pp | 345.39%-332.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $600 | $4,281-86.0% | $3,884-84.6% | $5,851-89.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |