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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 | $537,768 | $122,962+337.3% | $71,585+651.2% | $138,895+287.2% |
| Participation rate | 16.7% | 68.9%-52.2pp | 68.2%-51.5pp | 79.9%-63.3pp |
| Annual return | 1.49% | 37.84%-36.4pp | 59.26%-57.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |