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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 | $583,884 | $118,869+391.2% | $96,575+504.6% | $167,518+248.5% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 7.16% | 50.49%-43.3pp | 37.79%-30.6pp | 478.71%-471.6pp |
| Employer contribution / active EE | $2,400 | $3,120-23.1% | $2,357+1.8% | $4,838-50.4% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,342+2.5% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |