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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 | $340,519 | $96,731+252.0% | $123,973+174.7% | $86,983+291.5% |
| Participation rate | 5.7% | 70.0%-64.3pp | 76.7%-70.9pp | 69.5%-63.8pp |
| Annual return | 8.67% | 17.33%-8.7pp | 388.13%-379.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |