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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 | $304,258 | $201,264+51.2% | $184,185+65.2% | $145,978+108.4% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $3,651 | $7,021-48.0% | $6,426-43.2% | $4,662-21.7% |
| Participant deferral / active EE | $2,826 | $9,806-71.2% | $9,132-69.1% | $6,690-57.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |