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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 | $463,938 | $72,071+543.7% | $68,368+578.6% | $137,256+238.0% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 11.16% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,289 | $2,788-53.8% | $2,649-51.3% | $4,156-69.0% |
| Participant deferral / active EE | $4,649 | $4,410+5.4% | $4,123+12.8% | $6,407-27.4% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |