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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 | $893,088 | $65,423+1265.1% | $98,477+806.9% | $85,856+940.2% |
| Participation rate | 3.0% | 65.0%-62.0pp | 73.3%-70.3pp | 69.3%-66.3pp |
| Annual return | 4.35% | 21.76%-17.4pp | 1493.59%-1489.2pp | 318.58%-314.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |