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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 | $389,986 | $136,860+185.0% | $120,344+224.1% | $154,746+152.0% |
| Participation rate | 45.5% | 79.9%-34.4pp | 76.7%-31.3pp | 80.7%-35.2pp |
| Annual return | 3.00% | 21.38%-18.4pp | 20.30%-17.3pp | 172.34%-169.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,487 | $5,793-39.8% | $5,135-32.1% | $6,730-48.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |