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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 | $514,730 | $102,245+403.4% | $89,340+476.1% | $137,256+275.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 9.60% | 21.89%-12.3pp | 20.57%-11.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $536 | $2,529-78.8% | $2,231-76.0% | $4,156-87.1% |
| Participant deferral / active EE | $7,853 | $4,436+77.0% | $3,823+105.4% | $6,407+22.6% |
| Admin fee / account holder | $38 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |