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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 | $284,059 | $104,924+170.7% | $84,623+235.7% | $152,885+85.8% |
| Participation rate | 11.8% | 74.8%-63.1pp | 68.2%-56.5pp | 82.5%-70.7pp |
| Annual return | 8.88% | 373.82%-364.9pp | 258.77%-249.9pp | 345.39%-336.5pp |
| Employer contribution / active EE | $619 | $3,302-81.3% | $2,652-76.7% | $4,763-87.0% |
| Participant deferral / active EE | $2,941 | $4,689-37.3% | $3,899-24.6% | $5,851-49.7% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |