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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 | $388,519 | $135,956+185.8% | $123,894+213.6% | $273,972+41.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 0.24% | 56.63%-56.4pp | 47.52%-47.3pp | 41.46%-41.2pp |
| Employer contribution / active EE | $3,558 | $5,170-31.2% | $4,617-22.9% | $4,869-26.9% |
| Participant deferral / active EE | $10,268 | $6,343+61.9% | $5,984+71.6% | $5,287+94.2% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |