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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 | $101,618+301.0% | $93,063+337.8% | $137,256+196.9% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 3.92% | 223.95%-220.0pp | 34.15%-30.2pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,685 | $2,707-37.7% | $2,476-31.9% | $4,156-59.5% |
| Participant deferral / active EE | $6,899 | $4,279+61.2% | $3,958+74.3% | $6,407+7.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |