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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 | $972,736 | $65,685+1380.9% | $57,181+1601.1% | $273,968+255.1% |
| Participation rate | 26.3% | 78.3%-52.0pp | 75.3%-49.0pp | 83.0%-56.7pp |
| Annual return | -11.11% | 21.99%-33.1pp | 14.59%-25.7pp | 41.45%-52.6pp |
| Employer contribution / active EE | $482 | $3,279-85.3% | $2,682-82.0% | $4,869-90.1% |
| Participant deferral / active EE | $1,232 | $3,781-67.4% | $3,096-60.2% | $5,287-76.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |