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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 | $276,509 | $105,856+161.2% | $90,161+206.7% | $147,586+87.4% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 8.43% | 37.63%-29.2pp | 34.89%-26.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $4,571 | $4,126+10.8% | $3,318+37.7% | $4,876-6.3% |
| Participant deferral / active EE | $5,280 | $5,733-7.9% | $5,287-0.1% | $5,439-2.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |