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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 | $787,940 | $112,729+599.0% | $98,716+698.2% | $137,256+474.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 8.53% | 38.48%-30.0pp | 31.81%-23.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,360 | $2,725+23.3% | $2,279+47.5% | $4,156-19.2% |
| Participant deferral / active EE | $12,400 | $4,640+167.2% | $4,048+206.4% | $6,407+93.5% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |