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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 | $111,785+517.0% | $93,669+636.4% | $145,877+372.8% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 5.60% | 203.79%-198.2pp | 133.59%-128.0pp | 551.28%-545.7pp |
| Employer contribution / active EE | $2,400 | $3,096-22.5% | $2,424-1.0% | $4,663-48.5% |
| Participant deferral / active EE | $8,714 | $4,919+77.2% | $4,416+97.3% | $6,691+30.2% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |