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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 | $491,920 | $135,956+261.8% | $123,894+297.0% | $273,972+79.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 0.61% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $4,846 | $5,170-6.3% | $4,617+5.0% | $4,869-0.5% |
| Participant deferral / active EE | $5,388 | $6,343-15.1% | $5,984-10.0% | $5,287+1.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |