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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 | $375,417 | $157,304+138.7% | $141,197+165.9% | $152,909+145.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 8.54% | 64.34%-55.8pp | 71.41%-62.9pp | 345.46%-336.9pp |
| Employer contribution / active EE | $2,308 | $5,263-56.1% | $4,736-51.3% | $4,764-51.6% |
| Participant deferral / active EE | $4,615 | $7,111-35.1% | $6,710-31.2% | $5,851-21.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |