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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 | $331,800 | $67,823+389.2% | $52,425+532.9% | $137,256+141.7% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | 6.72% | 219.11%-212.4pp | 302.12%-295.4pp | 220.34%-213.6pp |
| Employer contribution / active EE | $354 | $1,163-69.6% | $914-61.3% | $4,156-91.5% |
| Participant deferral / active EE | $845 | $2,288-63.1% | $1,790-52.8% | $6,407-86.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |