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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 | $1,056,038 | $213,785+394.0% | $185,441+469.5% | $155,188+580.5% |
| Participation rate | 57.1% | 83.2%-26.1pp | 80.3%-23.1pp | 80.8%-23.7pp |
| Annual return | 1.96% | 19.97%-18.0pp | 20.16%-18.2pp | 148.84%-146.9pp |
| Employer contribution / active EE | $3,375 | $5,393-37.4% | $4,672-27.8% | $4,248-20.5% |
| Participant deferral / active EE | $11,221 | $6,864+63.5% | $6,152+82.4% | $6,531+71.8% |
| Admin fee / account holder | $5 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |