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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 | $126,113+223.1% | $116,096+251.0% | $155,188+162.6% |
| Participation rate | 55.6% | 75.1%-19.6pp | 73.3%-17.8pp | 80.8%-25.2pp |
| Annual return | 3.92% | 391.72%-387.8pp | 326.25%-322.3pp | 148.84%-144.9pp |
| Employer contribution / active EE | $1,685 | $2,672-36.9% | $2,503-32.7% | $4,248-60.3% |
| Participant deferral / active EE | $6,899 | $4,162+65.8% | $3,952+74.6% | $6,531+5.6% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |