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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 | $917,596 | $162,136+465.9% | $152,301+502.5% | $154,746+493.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 7.89% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,217 | $4,890-75.1% | $4,624-73.7% | $4,379-72.2% |
| Participant deferral / active EE | $9,948 | $8,341+19.3% | $8,004+24.3% | $6,730+47.8% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |