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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 | $460,747 | $51,222+799.5% | $70,544+553.1% | $75,173+512.9% |
| Participation rate | 1.3% | 61.0%-59.7pp | 68.4%-67.1pp | 67.2%-66.0pp |
| Annual return | 9.97% | 30.06%-20.1pp | 32.79%-22.8pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,096-100.0% | $6,427-100.0% | $5,651-100.0% |