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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 | $309,893 | $106,247+191.7% | $96,515+221.1% | $139,466+122.2% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 8.63% | 38.47%-29.8pp | 35.73%-27.1pp | 373.66%-365.0pp |
| Employer contribution / active EE | $1,025 | $4,106-75.0% | $3,740-72.6% | $4,754-78.4% |
| Participant deferral / active EE | $4,605 | $5,456-15.6% | $4,880-5.6% | $6,712-31.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |