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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 | $70,366+366.3% | $66,674+392.1% | $138,895+136.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 6.79% | 386.41%-379.6pp | 321.24%-314.5pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,020 | $2,765-63.1% | $2,620-61.1% | $4,194-75.7% |
| Participant deferral / active EE | $7,650 | $4,374+74.9% | $4,084+87.3% | $6,396+19.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |