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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 | $69,444+2172.5% | $92,985+1597.2% | $87,485+1703.9% |
| Participation rate | 1.9% | 63.3%-61.4pp | 69.5%-67.6pp | 68.9%-67.1pp |
| Annual return | 9.82% | 23.85%-14.0pp | 27.99%-18.2pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |