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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 | $278,143 | $72,071+285.9% | $68,368+306.8% | $137,256+102.6% |
| Participation rate | 27.8% | 76.2%-48.5pp | 73.8%-46.0pp | 80.0%-52.2pp |
| Annual return | 7.71% | 353.14%-345.4pp | 292.57%-284.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,335 | $2,788-52.1% | $2,649-49.6% | $4,156-67.9% |
| Participant deferral / active EE | $3,983 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |