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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 | $912,583 | $51,638+1667.3% | $68,368+1234.8% | $82,448+1006.9% |
| Participation rate | 2.5% | 63.6%-61.1pp | 73.8%-71.3pp | 68.1%-65.6pp |
| Annual return | 8.90% | 37.53%-28.6pp | 292.57%-283.7pp | 41.64%-32.7pp |
| 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% |