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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 | $1,236,977 | $199,109+521.3% | $173,730+612.0% | $154,746+699.4% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | -8.60% | 20.02%-28.6pp | 19.96%-28.6pp | 172.34%-180.9pp |
| Employer contribution / active EE | $2,966 | $5,311-44.2% | $4,577-35.2% | $4,379-32.3% |
| Participant deferral / active EE | $10,038 | $7,113+41.1% | $6,326+58.7% | $6,730+49.1% |
| Admin fee / account holder | $1 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |