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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 | $354,417 | $110,337+221.2% | $102,383+246.2% | $145,877+143.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.80% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,716 | $4,216-59.3% | $3,870-55.7% | $4,663-63.2% |
| Participant deferral / active EE | $6,421 | $5,621+14.2% | $5,060+26.9% | $6,691-4.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |