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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 | $326,691 | $81,749+299.6% | $58,544+458.0% | $139,456+134.3% |
| Participation rate | 15.4% | 61.3%-45.9pp | 50.9%-35.5pp | 80.3%-64.9pp |
| Annual return | 5.28% | 7425.45%-7420.2pp | 4249.56%-4244.3pp | 373.45%-368.2pp |
| Employer contribution / active EE | $352 | $1,398-74.8% | $1,053-66.5% | $4,753-92.6% |
| Participant deferral / active EE | $4,615 | $2,555+80.6% | $1,923+140.0% | $6,711-31.2% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |