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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 | $1,160,000 | $95,601+1113.4% | $77,183+1402.9% | $139,456+731.8% |
| Participation rate | 14.3% | 74.0%-59.7pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 6.81% | 54.96%-48.1pp | 37.89%-31.1pp | 373.45%-366.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |