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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 | $282,879 | $88,815+218.5% | $81,882+245.5% | $145,897+93.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.84% | 1033.75%-1028.9pp | 779.47%-774.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,530 | $3,086-50.4% | $2,916-47.5% | $4,663-67.2% |
| Participant deferral / active EE | $11,475 | $4,647+146.9% | $4,323+165.4% | $6,689+71.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |