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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 | $401,697 | $102,245+292.9% | $89,340+349.6% | $137,256+192.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 8.41% | 21.89%-13.5pp | 20.57%-12.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $626 | $2,529-75.2% | $2,231-71.9% | $4,156-84.9% |
| Participant deferral / active EE | $1,566 | $4,436-64.7% | $3,823-59.0% | $6,407-75.6% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |