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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 | $484,740 | $65,555+639.4% | $86,216+462.2% | $75,173+544.8% |
| Participation rate | 14.6% | 60.5%-45.9pp | 69.0%-54.3pp | 67.2%-52.6pp |
| Annual return | 11.79% | 46.07%-34.3pp | 1169.42%-1157.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $449 | $1,553-71.1% | $2,382-81.1% | $2,671-83.2% |
| Participant deferral / active EE | $2,354 | $3,023-22.1% | $3,986-40.9% | $4,126-42.9% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |