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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 | $1,882,393 | $124,425+1412.9% | $112,040+1580.1% | $137,256+1271.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.15% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,400 | $3,411-29.6% | $2,954-18.8% | $4,156-42.3% |
| Participant deferral / active EE | $15,500 | $5,718+171.1% | $5,098+204.1% | $6,407+141.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |