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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 | $545,615 | $178,174+206.2% | $156,181+249.3% | $137,256+297.5% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 2.38% | 84.19%-81.8pp | 64.87%-62.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,272 | $4,972-74.4% | $4,294-70.4% | $4,156-69.4% |
| Participant deferral / active EE | $6,200 | $6,888-10.0% | $6,132+1.1% | $6,407-3.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |