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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 | $281,162 | $90,486+210.7% | $78,676+257.4% | $273,972+2.6% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 8.45% | 75.62%-67.2pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $19,463 | $3,175+513.0% | $2,850+582.9% | $4,869+299.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |