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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 | $689,730 | $111,878+516.5% | $93,727+635.9% | $145,897+372.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 5.60% | 204.28%-198.7pp | 133.83%-128.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $2,400 | $3,092-22.4% | $2,421-0.9% | $4,663-48.5% |
| Participant deferral / active EE | $8,714 | $4,920+77.1% | $4,417+97.3% | $6,689+30.3% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |