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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 | $342,240 | $124,336+175.3% | $111,303+207.5% | $167,518+104.3% |
| Participation rate | 14.3% | 79.6%-65.3pp | 77.3%-63.0pp | 82.1%-67.8pp |
| Annual return | 7.67% | 37.45%-29.8pp | 54.66%-47.0pp | 478.71%-471.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |