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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 | $268,780 | $185,905+44.6% | $170,057+58.1% | $139,487+92.7% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 0.52% | 60.56%-60.0pp | 53.42%-52.9pp | 373.84%-373.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,688 | $11,627-33.9% | $10,411-26.2% | $6,713+14.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |