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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 | $628,526 | $185,312+239.2% | $161,489+289.2% | $154,746+306.2% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 8.82% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,116 | $4,769-76.6% | $4,268-73.9% | $4,379-74.5% |
| Participant deferral / active EE | $9,489 | $6,350+49.4% | $5,630+68.5% | $6,730+41.0% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |