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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 | $253,015 | $86,949+191.0% | $102,460+146.9% | $80,959+212.5% |
| Participation rate | 23.7% | 72.4%-48.7pp | 76.5%-52.8pp | 67.7%-43.9pp |
| Annual return | 9.95% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,094 | $2,370-11.7% | $3,025-30.8% | $2,757-24.1% |
| Participant deferral / active EE | $1,893 | $4,121-54.1% | $5,056-62.6% | $4,300-56.0% |
| Admin fee / account holder | $8 | $8,048-99.9% | $9,460-99.9% | $6,925-99.9% |