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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 | $305,643 | $92,798+229.4% | $96,707+216.1% | $137,256+122.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 4.24% | 31.24%-27.0pp | 34.78%-30.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $31,000 | $5,877+427.5% | $5,997+416.9% | $6,407+383.9% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |