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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 | $356,334 | $88,815+301.2% | $81,882+335.2% | $145,897+144.2% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 4.71% | 1033.75%-1029.0pp | 779.47%-774.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $643 | $3,086-79.2% | $2,916-78.0% | $4,663-86.2% |
| Participant deferral / active EE | $1,285 | $4,647-72.3% | $4,323-70.3% | $6,689-80.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |