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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 | $2,400,011 | $86,050+2689.1% | $189,758+1164.8% | $94,015+2452.8% |
| Participation rate | 4.0% | 68.9%-64.9pp | 79.8%-75.8pp | 70.8%-66.8pp |
| Annual return | 4.35% | 17.77%-13.4pp | 52.62%-48.3pp | 17.84%-13.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |