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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 | $172,111+265.2% | $150,298+318.2% | $137,256+357.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 8.82% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,116 | $4,636-75.9% | $4,154-73.1% | $4,156-73.2% |
| Participant deferral / active EE | $9,489 | $6,166+53.9% | $5,453+74.0% | $6,407+48.1% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |