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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 | $351,663 | $192,829+82.4% | $142,516+146.8% | $139,466+152.1% |
| Participation rate | 12.5% | 81.4%-68.9pp | 76.8%-64.3pp | 80.3%-67.8pp |
| Annual return | 1.27% | 17.99%-16.7pp | 19.99%-18.7pp | 373.66%-372.4pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $106 | $15,120-99.3% | $10,008-98.9% | $11,409-99.1% |