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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 | $286,192 | $185,883+54.0% | $170,043+68.3% | $139,466+105.2% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 25.79% | 60.54%-34.8pp | 53.40%-27.6pp | 373.66%-347.9pp |
| Employer contribution / active EE | $3,101 | $7,596-59.2% | $6,790-54.3% | $4,754-34.8% |
| Participant deferral / active EE | $2,761 | $11,626-76.3% | $10,410-73.5% | $6,712-58.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |