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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 | $182,442+195.0% | $163,379+229.5% | $138,895+287.5% |
| Participation rate | 12.5% | 79.8%-67.3pp | 76.8%-64.3pp | 79.9%-67.4pp |
| Annual return | 6.03% | 72.74%-66.7pp | 63.41%-57.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,458 | $4,159-65.0% | $3,752-61.2% | $4,194-65.2% |
| Participant deferral / active EE | $3,875 | $6,817-43.2% | $6,282-38.3% | $6,396-39.4% |
| Admin fee / account holder | $60 | $10,396-99.4% | $9,818-99.4% | $12,562-99.5% |