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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 | $271,118 | $72,426+274.3% | $67,560+301.3% | $145,897+85.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 0.73% | 7226.78%-7226.1pp | 3533.50%-3532.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $997 | $3,074-67.6% | $2,737-63.6% | $4,663-78.6% |
| Participant deferral / active EE | $3,203 | $4,785-33.1% | $4,004-20.0% | $6,689-52.1% |
| Admin fee / account holder | $20 | $5,514-99.6% | $3,994-99.5% | $13,390-99.8% |