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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 | $407,456 | $102,938+295.8% | $94,105+333.0% | $138,895+193.4% |
| Participation rate | 55.6% | 74.6%-19.1pp | 71.9%-16.4pp | 79.9%-24.4pp |
| Annual return | 3.92% | 250.28%-246.4pp | 204.55%-200.6pp | 145.39%-141.5pp |
| Employer contribution / active EE | $1,685 | $2,732-38.3% | $2,504-32.7% | $4,194-59.8% |
| Participant deferral / active EE | $6,899 | $4,196+64.4% | $3,881+77.8% | $6,396+7.9% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |