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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 | $604,523 | $70,121+762.1% | $63,803+847.5% | $138,895+335.2% |
| Participation rate | 40.0% | 77.2%-37.2pp | 72.7%-32.7pp | 79.9%-39.9pp |
| Annual return | 9.80% | 946.48%-936.7pp | 543.72%-533.9pp | 145.39%-135.6pp |
| Employer contribution / active EE | $841 | $2,882-70.8% | $2,532-66.8% | $4,194-79.9% |
| Participant deferral / active EE | $8,750 | $4,535+92.9% | $3,843+127.7% | $6,396+36.8% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |