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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 | $528,293 | $172,111+206.9% | $150,298+251.5% | $137,256+284.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 9.87% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,173 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $5,843 | $6,166-5.2% | $5,453+7.2% | $6,407-8.8% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |