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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 | $855,903 | $102,595+734.3% | $94,057+810.0% | $154,746+453.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 5.25% | 583.42%-578.2pp | 480.62%-475.4pp | 172.34%-167.1pp |
| Employer contribution / active EE | $2,738 | $3,147-13.0% | $2,933-6.7% | $4,379-37.5% |
| Participant deferral / active EE | $2,641 | $5,118-48.4% | $4,709-43.9% | $6,730-60.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |