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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 | $302,972 | $77,908+288.9% | $149,696+102.4% | $75,173+303.0% |
| Participation rate | 9.8% | 65.6%-55.8pp | 78.8%-69.0pp | 67.2%-57.4pp |
| Annual return | 4.73% | 31.73%-27.0pp | 134.46%-129.7pp | 160.72%-156.0pp |
| Employer contribution / active EE | $785 | $3,138-75.0% | $4,821-83.7% | $2,671-70.6% |
| Participant deferral / active EE | $1,731 | $3,411-49.2% | $5,682-69.5% | $4,126-58.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |