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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 | $353,372 | $70,366+402.2% | $66,674+430.0% | $138,895+154.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 11.76% | 386.41%-374.6pp | 321.24%-309.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $9,085 | $2,765+228.6% | $2,620+246.7% | $4,194+116.6% |
| Participant deferral / active EE | $2,250 | $4,374-48.6% | $4,084-44.9% | $6,396-64.8% |
| Admin fee / account holder | $33 | $5,262-99.4% | $5,098-99.4% | $12,562-99.7% |