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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 | $123,898+146.7% | $116,538+162.3% | $155,188+97.0% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 4.24% | 16.04%-11.8pp | 17.97%-13.7pp | 148.84%-144.6pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $6,400+384.4% | $6,207+399.4% | $6,531+374.6% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |