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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 | $391,406 | $102,595+281.5% | $94,057+316.1% | $154,746+152.9% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 6.20% | 583.42%-577.2pp | 480.62%-474.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $619 | $3,147-80.3% | $2,933-78.9% | $4,379-85.9% |
| Participant deferral / active EE | $1,238 | $5,118-75.8% | $4,709-73.7% | $6,730-81.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |