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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 | $199,109+430.4% | $173,730+507.9% | $154,746+582.4% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 1.96% | 20.02%-18.1pp | 19.96%-18.0pp | 172.34%-170.4pp |
| Employer contribution / active EE | $3,375 | $5,311-36.5% | $4,577-26.3% | $4,379-22.9% |
| Participant deferral / active EE | $11,221 | $7,113+57.8% | $6,326+77.4% | $6,730+66.7% |
| Admin fee / account holder | $5 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |