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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 | $538,255 | $180,749+197.8% | $160,784+234.8% | $137,256+292.2% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.0%-64.5pp | 80.0%-67.5pp |
| Annual return | 6.03% | 2234.46%-2228.4pp | 1803.92%-1797.9pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,458 | $4,155-64.9% | $3,733-61.0% | $4,156-64.9% |
| Participant deferral / active EE | $3,875 | $6,844-43.4% | $6,293-38.4% | $6,407-39.5% |
| Admin fee / account holder | $60 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |