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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 | $1,578,129 | $76,564+1961.2% | $105,582+1394.7% | $94,015+1578.6% |
| Participation rate | 1.9% | 65.2%-63.3pp | 71.8%-69.9pp | 70.8%-69.0pp |
| Annual return | 9.82% | 20.69%-10.9pp | 18.61%-8.8pp | 17.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $7,129-100.0% | $12,856-100.0% | $8,951-100.0% |