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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 | $2,112,900 | $111,814+1789.7% | $103,378+1943.9% | $145,978+1347.4% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 2.97% | 24.80%-21.8pp | 24.91%-21.9pp | 550.52%-547.5pp |
| Employer contribution / active EE | $6,688 | $4,215+58.7% | $3,870+72.8% | $4,662+43.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |