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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 | $611,375 | $215,361+183.9% | $171,082+257.4% | $273,972+123.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -3.93% | 25.14%-29.1pp | 32.56%-36.5pp | 41.46%-45.4pp |
| Employer contribution / active EE | $2,302 | $4,967-53.7% | $4,002-42.5% | $4,869-52.7% |
| Participant deferral / active EE | $15,090 | $5,543+172.2% | $4,797+214.5% | $5,287+185.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |