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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 | $291,238 | $210,908+38.1% | $153,643+89.6% | $145,884+99.6% |
| Participation rate | 20.0% | 82.1%-62.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 2.70% | 13.46%-10.8pp | 15.71%-13.0pp | 551.85%-549.2pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |