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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 | $124,425+213.4% | $112,040+248.1% | $137,256+184.1% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 3.00% | 24.72%-21.7pp | 24.52%-21.5pp | 220.34%-217.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,487 | $5,718-39.0% | $5,098-31.6% | $6,407-45.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |