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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 | $318,227 | $124,351+155.9% | $109,188+191.4% | $167,553+89.9% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 6.76% | 26.04%-19.3pp | 25.76%-19.0pp | 478.89%-472.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,346 | $5,257-17.3% | $4,654-6.6% | $6,343-31.5% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |