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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 | $530,094 | $154,228+243.7% | $145,433+264.5% | $137,256+286.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.75% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $972 | $4,804-79.8% | $4,554-78.7% | $4,156-76.6% |
| Participant deferral / active EE | $16,438 | $8,216+100.1% | $7,897+108.1% | $6,407+156.6% |
| Admin fee / account holder | $273 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |