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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $755,363 | $101,618+643.3% | $93,063+711.7% | $137,256+450.3% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 9.40% | 223.95%-214.5pp | 34.15%-24.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,716 | $2,707-36.6% | $2,476-30.7% | $4,156-58.7% |
| Participant deferral / active EE | $1,716 | $4,279-59.9% | $3,958-56.6% | $6,407-73.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |