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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 | $1,421,535 | $51,638+2652.9% | $68,368+1979.2% | $82,448+1624.2% |
| Participation rate | 7.7% | 63.6%-55.9pp | 73.8%-66.1pp | 68.1%-60.4pp |
| Annual return | 5.43% | 37.53%-32.1pp | 292.57%-287.1pp | 41.64%-36.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |