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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 | $336,221 | $72,071+366.5% | $68,368+391.8% | $137,256+145.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 12.46% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,070 | $2,788-61.6% | $2,649-59.6% | $4,156-74.2% |
| Participant deferral / active EE | $2,025 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |