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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 | $328,086 | $72,071+355.2% | $68,368+379.9% | $137,256+139.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 6.79% | 353.14%-346.4pp | 292.57%-285.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,020 | $2,788-63.4% | $2,649-61.5% | $4,156-75.5% |
| Participant deferral / active EE | $7,650 | $4,410+73.5% | $4,123+85.6% | $6,407+19.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |