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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 | $208,088+158.7% | $186,193+189.1% | $154,746+247.8% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.1%-64.6pp | 80.7%-68.2pp |
| Annual return | 6.03% | 89.97%-83.9pp | 78.03%-72.0pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,458 | $4,340-66.4% | $3,918-62.8% | $4,379-66.7% |
| Participant deferral / active EE | $3,875 | $7,078-45.3% | $6,513-40.5% | $6,730-42.4% |
| Admin fee / account holder | $60 | $11,698-99.5% | $11,058-99.5% | $14,365-99.6% |