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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 | $867,139 | $100,970+758.8% | $96,576+797.9% | $137,256+531.8% |
| Participation rate | 15.4% | 82.6%-67.2pp | 81.4%-66.1pp | 80.0%-64.6pp |
| Annual return | 10.48% | 38.16%-27.7pp | 38.47%-28.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $313 | $3,809-91.8% | $3,553-91.2% | $4,156-92.5% |
| Participant deferral / active EE | $3,758 | $8,286-54.7% | $7,956-52.8% | $6,407-41.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |