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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 | $72,071+1087.6% | $68,368+1151.9% | $137,256+523.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 5.25% | 353.14%-347.9pp | 292.57%-287.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,738 | $2,788-1.8% | $2,649+3.4% | $4,156-34.1% |
| Participant deferral / active EE | $2,641 | $4,410-40.1% | $4,123-35.9% | $6,407-58.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |