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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 | $106,974+275.5% | $90,796+342.4% | $138,895+189.2% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.5%-29.5pp | 79.9%-39.9pp |
| Annual return | 8.41% | 20.10%-11.7pp | 19.29%-10.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $626 | $2,609-76.0% | $2,294-72.7% | $4,194-85.1% |
| Participant deferral / active EE | $1,566 | $4,455-64.8% | $3,822-59.0% | $6,396-75.5% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |