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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 | $261,193 | $64,920+302.3% | $103,693+151.9% | $86,983+200.3% |
| Participation rate | 32.0% | 63.6%-31.6pp | 72.6%-40.6pp | 69.5%-37.5pp |
| Annual return | 9.06% | 30.29%-21.2pp | 47.61%-38.5pp | 25.83%-16.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $6,191-100.0% | $7,858-100.0% | $7,856-100.0% |